Jandi Akiko Iha
Investment adviser representative at Cetera Planning Partners
12 yearsExperience
2 statesRegistered in
$4.2BFirm assets
22 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 assetsFixed 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
12 years in the industry.
- Cetera Planning PartnersMay 2024 to now
- Lee Financial Group Hawaii, Inc.Aug 2014 to May 2024
- Lee Financial Recordkeeping, Inc.Aug 2014 to Dec 2023
- Lee Financial Securities, Inc.Aug 2014 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (HI, KS).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 6400100
- Firm CRD
- 129625