Jason
Konno

Mutual Of Omaha Investor Services, Inc

CRD#5977944
Investment Advisor
in Honolulu, HI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Konno is a financial advisor based in Honolulu, Hawaii, working with Mutual Of Omaha Investor Services, Inc. Jason has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Prudential Insurance Company Of America, Pruco Securities, LLC, Mutual Of Omaha Insurance Company, and Mutual Of Omaha Investor Services. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Hawaii. Currently, Jason is part of Mutual Of Omaha Investor Services, Inc, which operates out of Honolulu, Hawaii. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Honolulu, HI

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

HI Average: $1,978,216,465
Total Number of Employees

285

HI Average: 226
Total Number of Accounts

74

HI Average: 7,467
Average Account Size

$209,436

HI Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Konno Work History

2017 - Present (8 years)

Mutual Of Omaha Investor Services

2016 - Present (9 years)

Mutual Of Omaha Insurance Company

2015 - 2016 (1 year)

Prudential Insurance Company Of America

2015 - 2016 (1 year)

Pruco Securities, LLC

2012 - 2015 (3 years)

Nylife Securities LLC

2011 - 2015 (4 years)

New York Life Insurance Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jason Konno 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 Mutual Of Omaha Investor Services, Inc

William Beckett
Grayson, GA
Calen Griffin
Omaha, NE
Michael Eicher
Harrisburg, PA
Brad Galyean
Leawood, KS
Louis Lizza
Phoenix, AZ
Suhey Rios Perez
Miami, FL
Seth Bringle
Clive, IA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started