Jared Toshiyuki Tanimoto
Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- SavvyJan 2025 to now
- Sedai Wealth Partners LLCMar 2017 to now
- Origin FinancialJan 2021 to Jan 2022
- UnemployedNov 2016 to Mar 2017
- PrincipalApr 2016 to Nov 2016
- Princor Financial Services CorporationApr 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 5831744
- Firm CRD
- 318493