Jake Makoto Oshiro
Investment adviser representative at Raymond James Financial Services Advisors, Inc
20 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
20 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2026 to now
- First Hawaiian BankMar 2025 to now
- Raymond James Financial Services, Inc.Mar 2025 to now
- N/aNov 2024 to Feb 2025
- Mid-pacific InstituteAug 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCMay 2023 to Sep 2023
- UnemploymentJul 2022 to Sep 2022
- Kona Brewing CoJun 2021 to Sep 2021
- Univeristy of OregonSep 2020 to Jun 2024
- UnemploymentJun 2020 to Aug 2020
- Maryknoll SchoolSep 2006 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7742047
- Firm CRD
- 149018