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Joanne Junko Nishiyama

Investment adviser representative at Insight Investment Counsel
13 yearsExperience
1 stateRegistered in
$245.7MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Insight Investment CounselDec 2024 to now
  2. Purshe Kaplan Sterling Investments, Inc.Aug 2013 to Dec 2024
  3. The Kinney Group, LLCAug 2013 to Dec 2024

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (CA).

Insight Investment Counsel

Legal name: Insight Inv LLC

$245.7MAssets managed
92Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3157715
Firm CRD
172511
Advisor's SEC record (opens in a new tab)
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