AdFi
JA

Jandi Akiko Iha

Investment Adviser Representative at THE RETIREMENT PLANNING GROUP, LLC

Honolulu, HICRD #6400100Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jandi Akiko Iha has worked in the securities industry since 2021. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Hawaii and Kansas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
HawaiiKansas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/19/2022
Series 7
General Securities Representative Examination
Passed 9/25/2021
SIE
Securities Industry Essentials Examination
Passed 5/22/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE Retirement Planning Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE RETIREMENT PLANNING GROUP, LLCCurrent
6/3/2024Honolulu, HI
LEE FINANCIAL GROUP HAWAII, INC.
3/21/20225/29/2024Honolulu, HI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE RETIREMENT PLANNING GROUP, LLC

Showing 12 of 53 in the directory

View THE RETIREMENT PLANNING GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jandi Akiko Iha has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jandi Akiko Iha - Financial Advisor in Honolulu, HI | AdvisorFinder