Taea Takagi-Jones
Investment Adviser Representative at NWF Advisory Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taea Takagi-Jones is an investment adviser representative in Honolulu, HI, currently registered with NWF Advisory Services Inc and Osaic Wealth, Inc. They have worked in the securities industry since 2012. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Hawaii.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Hawaii
- Broker:
18 states and territories
Alaska, Arizona, California, Colorado, Hawaii, Indiana, Iowa, Maryland, Massachusetts, Nevada, New Mexico, New York, Oregon, Pennsylvania, Texas, Utah, Vermont, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Takagi & TakagiAug 2008 – no end date reportedHonolulu, HI
- Osaic Wealth, Inc.Oct 2012 – no end date reportedHonolulu, HI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About NWF Advisory 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
- Hourly
- Fixed fee
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 109
- Offices listed on AdvisorFinder:
- 30
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-55681
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at NWF Advisory Services Inc
Showing 12 of 109 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taea Takagi-Jones 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.
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