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Jason Elia Kekoa Kanoa

Charles Schwab & Co., Inc.

Honolulu, HI

CRD 7569757

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-02-17
  • HI RA
    APPROVED
    Since 2025-02-17

Branch Locations

841 Bishop St Suite 145, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Honolulu HI 07/2022 Present
Right Start Mortgage Tempe AZ 04/2022 06/2022
Neighborhood Loans Chandler AZ 10/2020 04/2022
Desert Financial Credit Union Phoenix AZ 10/2009 10/2020
Charles Schwab Bank, Ssb Honolulu HI 01/2025 Present
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Honolulu, HI
  • 04/2022 → 06/2022
    Right Start Mortgage
    Tempe, AZ
  • 10/2020 → 04/2022
    Neighborhood Loans
    Chandler, AZ
  • 10/2009 → 10/2020
    Desert Financial Credit Union
    Phoenix, AZ
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Honolulu, HI
Other Businesses

1) Rental Property | Investment Related:No|9210 S Heather Dr|Tempe|AZ|85284|USA|Real Estate (Non-Agent/Broker)|Landlord|7/1/2025|Less than 20|1|Maintenance of property and expenses related to the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-15
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2025-02-15
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Jason Kanoa

View on SEC IAPD

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