Unclaimed Profile

John Robert Kawamoto

FINANCIAL PLANNING CONSULTANTS, LLC·SAN JOSE, California

Clean recordFINANCIAL PLANNING CONSULTANTS, LLC

333 WEST SANTA CLARA, SAN JOSE, CA 95113-1713CRD# 4719957Firm CRD# 118547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Robert Kawamoto · SAN JOSE, CA

Registration

CRD #4719957 · FINANCIAL PLANNING CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Robert Kawamoto is a registered financial advisor based in SAN JOSE, California, affiliated with FINANCIAL PLANNING CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

FINANCIAL PLANNING CONSULTANTS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PLANNING CONSULTANTS, LLC →

Services

Security ratings or pricing services

Background

Compensation

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4719957

Firm CRD# 118547

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Frequently Asked Questions

What services does John Robert Kawamoto offer?

John Robert Kawamoto is a registered financial advisor in SAN JOSE, California. Contact their office for details on services offered.

What are John Robert Kawamoto's credentials?

John Robert Kawamoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Kawamoto located?

John Robert Kawamoto is based in SAN JOSE, California, working with FINANCIAL PLANNING CONSULTANTS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does John Robert Kawamoto charge for services?

John Robert Kawamoto's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNING CONSULTANTS, LLC?

FINANCIAL PLANNING CONSULTANTS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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