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Joshua Gaku Inahara

Investment Adviser Representative at UBS Financial Services Inc.

Palo Alto, CACRD #7715834Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

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

Joshua Gaku Inahara is an investment adviser representative with UBS Financial Services Inc. in Palo Alto, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Washington.

Office

305 Lytton Avenue
Palo Alto, CA 94301

Advisors at this office: 35

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Washington
Broker:
18 states and territories

Arizona, California, District of Columbia, Florida, Idaho, Indiana, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Texas, Virginia, Washington, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/6/2025
Series 7
General Securities Representative Examination
Passed 2/28/2025
SIE
Securities Industry Essentials Examination
Passed 9/28/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

UBS Financial Services Inc.Current
6/6/2025 – Palo Alto, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services Inc.
    Mar 2023 – no end date reportedPalo Alto, CA
  2. Avanti Sports
    Feb 2023 – Mar 2023Seattle, WA
  3. University of Washington
    Sep 2021 – no end date reportedSeattle, WA
  4. The American School in Japan
    Sep 2013 – Sep 2021Tokyo

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About UBS Financial Services Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersSecurity Ratings and PricingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9,380
Offices listed on AdvisorFinder:
26
Main office:
Weehawken, NJ
SEC file number:
801-7163

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

Other advisors at UBS Financial Services Inc.

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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. Joshua Gaku Inahara 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joshua Gaku Inahara (UBS Financial Services) | AdvisorFinder