Jim
Nakamura
Pinion Wealth Management, LLC
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About this Advisor
Jim Nakamura is a financial advisor operating in Fresno, California who has 1 year of relevant experience. Nakamura currently works for Pinion Wealth Management, LLC. Over the course of their career, Nakamura has held roles at Regency Investment Advisors Inc, Tactile Medical, Hermetiapro, Spacebar Technologies, Real Living Diamond Realtors, Rabobank, Royal T Management, Cal State University, School - Unemployed, Zinc Financial and Pinion Investment Advisors, LLC Dba Pinion Wealth LLC. Nakamura maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California, Colorado, Kansas, Missouri and Texas. Pinion Wealth Management, LLC is a registered investment firm that has its headquarters in Wichita, KS. The firm has offices in four locations and just five financial advisors. It has $263 million in assets among its 683 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 683 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Pinion Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of services provided. Fee types billed by Pinion Wealth Management, LLC likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinion Wealth Management, LLC Brokerage Details
$262,579,968
5
683
$384,451
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jim Nakamura Work History
Jim has been registered as a financial advisor for 1 years.*
Pinion Investment Advisors, LLC Dba Pinion Wealth LLC
Real Living Diamond Realtors
Zinc Financial
Regency Investment Advisors Inc
Tactile Medical
Hermetiapro
Spacebar Technologies
Rabobank
Royal T Management
Cal State University
School - Unemployed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jim Nakamura to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinion Wealth Management, LLC
Wichita, KS
Wichita, KS
Fresno, CA
Wichita, KS
Garden City, KS
Wichita, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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