Jeanne
Stjohn

Mosaic Pacific Investment Advisors

CRD#2503317
Investment Advisor
in Honolulu, HI

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About this Advisor

Jeanne Stjohn is a financial advisor based in Honolulu, Hawaii, working with Mosaic Pacific Investment Advisors. Jeanne has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, and Mosaic Pacific Investment Advisors, LLC. Jeanne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Hawaii. Currently, Jeanne is part of Mosaic Pacific Investment Advisors, which operates out of Honolulu, Hawaii. The firm has 8 employees and manages assets totaling $379.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Mosaic Pacific Investment Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

615 Piikoi Suite 812
Honolulu, HI 96814

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Mosaic Pacific Investment Advisors Brokerage Details

Total Assets Under Management

$379,516,077

HI Average: $320,518,926
Total Number of Employees

8

HI Average: 9
Total Number of Accounts

1,532

HI Average: 475
Average Account Size

$247,726

HI Average: $674,777

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeanne Stjohn Work History

2019 - Present (5 years)

Mosaic Pacific Investment Advisors, LLC

2001 - 2019 (18 years)

Tiaa-Cref Individual & Institutional Services,LLC

2001 - 2019 (18 years)

Tiaa

Disclosures

Please visit the SEC profile of Jeanne Stjohn 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 Mosaic Pacific Investment Advisors

Matthew Tanaka
Honolulu, HI
Andrea Deutsch
Honolulu, HI
Cory Nakamura
Honolulu, HI
Brian Ishihara
Honolulu, HI
David Kirkeby
Honolulu, HI
Gage Matsumoto
Honolulu, HI
Jeanne Stjohn
Honolulu, HI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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