Jason
Mitsuda

Cetera Investment Advisers LLC

CRD#6718373
Investment Advisor
in Honolulu, HI

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About this Advisor

Jason Mitsuda is a financial advisor operating in Honolulu, Hawaii. Mitsuda works at Cetera Investment Advisers LLC. Over the course of their career, Mitsuda has held roles at Pruco Securities, LLC, John Hancock, American Senior Benefits, American Income Life, Prudential Locations LLC, The Prudential Insurance Company Of America, Axa Advisors, LLC, Gordon Au Realty/Pacific Realty Associates, Equitable Advisors, LLC, Ameriprise Financial Services LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and American Savings Bank. Mitsuda has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Hawaii. Cetera Investment Advisers LLC is a registered investment company that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in total assets across its 176,986 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. Cetera Investment Advisers LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on the type of services. However, fees billed by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 North Beretania Street
Honolulu, HI 96817

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

HI Average: $6,674,516,078
Total Number of Employees

3,094

HI Average: 44
Total Number of Accounts

176,986

HI Average: 2,564
Average Account Size

$188,469

HI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Mitsuda Work History

Jason has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cetera Investment Services LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2023 - Present (1 year)

American Savings Bank

2022 - 2023 (1 year)

Ameriprise Financial Services LLC

2020 - 2020 (< 1 year)

Axa Advisors, LLC

2020 - 2022 (2 years)

Equitable Advisors, LLC

2017 - 2020 (3 years)

Pruco Securities, LLC

2017 - 2020 (3 years)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

John Hancock

2016 - 2016 (< 1 year)

American Senior Benefits

2016 - 2016 (< 1 year)

American Income Life

2015 - 2016 (1 year)

Gordon Au Realty/Pacific Realty Associates

2012 - 2015 (3 years)

Prudential Locations LLC

*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 Jason Mitsuda 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 Cetera Investment Advisers LLC

Joseph Charron
Oklahoma City, OK
Kory Doty
Effingham, IL
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Stuart Wilson
Athens, AL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Erin Mcclain
Philadelphia, PA

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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