Chad M Nakamura

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 04/2017
  Milestone Coach
  Honolulu, HI
• 10/2016 → 08/2017
  Osage Pacific Advisors
  Newport Beach, CA
• 02/2018 → 02/2018
  Mutual Of Omaha Investor Services
  Honolulu, HI
• 04/2017 → 02/2018
  Mutual Of Omaha Insurance Company
  Honolulu, HI
• 02/2018 → Present
  Edward Jones
  Saint Louis, MO

Previous Registrations

• 2017-08-31 → 2018-02-22
  Mutual Of Omaha Investor Services, Inc.
  Honolulu, HI
• 2016-11-01 → 2017-08-24
  Osage Pacific Advisors, Inc.
  Honolulu, HI
  Laguna Hills, CA

Other Businesses

Rental Property Waipahu, HI Start date: 2/1/2021 Owner Hours per week: 0 Hours during trading: 0 Maintain property. Rental Property Waipahu, HI Start date: 7/1/2021 Owner Hours per week: 0 Hours during trading: 0 Find renters, Maintain property

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-30
• S65 Uniform Investment Adviser Law Examination
  2016-09-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Chad Masanori Nakamura
• Chad M Nakamura