Morris Noriaki Kunita

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1976 → Present
  Morris N. Kunita
  Honolulu, HI
• 07/2006 → Present
  Financial Architects Of Hawaii, Llc
  Honolulu, HI
• 05/1994 → Present
  Ted N. Wakida Foundation
  Honolulu, HI
• 05/2013 → Present
  J.W. Cole Financial, Inc.
  Honolulu, HI
• 05/2013 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2009-10-15 → 2013-05-10
  Financial Advisers Of America, Llc
  Honolulu, HI
  Carlsbad, CA
  Carlsbad, CA
• 2007-08-22 → 2009-09-18
  Securities America Advisors, Inc.
  Honolulu, HI

Other Businesses

1) PRESIDENT AND TREASURER OF FAMILY 501(C)(3) NON-PROFIT FOUNDATION CORP. - TED. N. WAKIDA FOUNDATION. 2) PRINCIPAL MANAGING MEMBER OF FINANCIAL ARCHITECTS OF HAWAII, LLC -DBA, Investment Related, 1712 N. King Street Honlulu HI 96819 3) OFFICE RENTAL/LEASE; NON-INVESTMENT RELATED; 1712 N. KING ST., HONOLULU, HI 96819; BUILDING OWNER; START DATE: 5/25/2020; 2 HRS PER MONTH, 0 DURING TRADING; BUILDING OWNER LEASING OFFICE SPACE

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-22
• S63 Uniform Securities Agent State Law Examination
  1982-09-04

Designations

• Chartered Financial Consultant