Justin Isobe (CRD# 6807701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Honolulu, HI and has over 6 years of experience in the finance industry. Justin Isobe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Honolulu, HI | Aug 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Honolulu, HI | Aug 2021 - Current | 2 |
| Lpl Financial LLC | Honolulu, HI | Sep 2019 - Aug 2021 | 1 |
| Central Pacific Bank | Honolulu, HI | Sep 2019 - Aug 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Honolulu, HI | Aug 2019 - Sep 2019 | < 1 |
| Ameriprise Financial Services, Inc. | Las Vegas, NV | Mar 2019 - Aug 2019 | < 1 |
| Unemployed | Honolulu, HI | Feb 2019 - Feb 2019 | < 1 |
| Ameriprise Financial Services, Inc. | Honolulu, HI | Jun 2018 - Jan 2019 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Jul 2017 - May 2018 | < 1 |
| Chinen & Arinaga Financial Group, Inc. | Mlilani, HI | Jul 2017 - May 2018 | < 1 |
| University Of Nevada, Las Vegas (unlv) | Las Vegas, NV | Aug 2013 - Dec 2017 | 4 |
| Unlv Performing Arts Center Box Office | Las Vegas, NV | Jan 2016 - May 2017 | 1 |
| Bank Of Hawaii | Kaneohe, HI | May 2016 - Aug 2016 | < 1 |
| Hanauma Bay Nature Preserve | Honolulu, HI | May 2015 - Aug 2015 | < 1 |
| Fch Enterprises | Honolulu, HI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- HI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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