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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Ascent Wealth Advisors 2 years, 11 months Mar 2017 - Present
Princor Financial Services Corporation 7 months Apr 2016 - Nov 2016
Principal 7 months Apr 2016 - Nov 2016
Self Employed 1 year, 10 months Jun 2014 - Apr 2016
Mml Investors Services LLC 6 months Dec 2013 - Jun 2014
Mml Investors Services LLC 1 month Jul 2013 - Aug 2013
Massmutual Life Insurance Company 1 year, 11 months Jul 2012 - Jun 2014
Nylife Securities LLC 10 months Jul 2011 - May 2012
New York Life Insurance Company 1 year, 9 months Aug 2010 - May 2012
University of Ca, Irvine 3 years, 9 months Sep 2006 - Jun 2010
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Jared Toshiyuki Tanimoto?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ascent Wealth Advisors

Last updated on March 13, 2019
    • $10.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 23
      Accounts
    • $435.2K
      Estimated Average Account Balance

Fees

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