Jewels Agustin Oliquiano

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2014 → 08/2017
  Ruby Tuesday Hawaii
  Kaneohe, HI
• 06/2018 → 08/2018
  Bank Of Hawaii
  Honolulu, HI
• 06/2019 → 08/2019
  Brighton Jones
  Seattle, WA
• 09/2016 → 12/2019
  Western Washington University
  Bellingham, WA
• 01/2020 → 03/2020
  New York Life
  Honolulu, HI
• 06/2020 → 03/2022
  Brighton Jones
  Seattle, WA
• 04/2022 → 01/2025
  Coldstream Wealth Management
  Bellevue, WA
• 01/2025 → 10/2025
  Range Advisory, Llc
  Mclean, VA
• 10/2025 → 02/2026
  Unemployed
  Honolulu, HI
• 02/2026 → Present
  Lpl Financial
  Honolulu, HI

Previous Registrations

• 2025-02-09 → 2025-10-20
  Range Advisory, Llc
  Mclean, VA
  Mercer Island, WA
• 2022-05-06 → 2025-01-06
  Coldstream Wealth Management
  Bellevue, WA
• 2020-09-07 → 2022-04-14
  Brighton Jones Llc
  Seattle, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-04
• S65 Uniform Investment Adviser Law Examination
  2020-09-05

Designations

• Certified Financial Planner