Jason Yamamoto (CRD# 4757216) is an Investment Advisor Representative working at Independent Financial Group, LLC in Torrance, CA and has over 20 years of experience in the finance industry. Jason Yamamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group,llc | Torrance, CA | Apr 2016 - Current | 8 |
| American Capital Partners | Hauppauge, NY | May 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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