Esther Yong Jones
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Kamemoto FinancialJul 2024 to now
- Osaic Wealth, Inc.Feb 2021 to now
- Arnold Jd Honda and AssociatesFeb 2021 to now
- Occidental Underwriters of HawaiiMar 2005 to now
- Royal Alliance AssociatesMar 2017 to Aug 2023
- Signator Investors, Inc.May 2016 to Mar 2017
- Amway CorpJan 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5892841
- Firm CRD
- 23131