Miyashita is managing director at Raymond James
ST. PETERSBURG, Fla.—Jason B. Miyashita, CIMA®, CRPS®, AIFA®, senior vice president, Investments and Senior Institutional consultant at Raymond James in Maite, Guam, has been named managing director, according to Tash Elwyn, president of Raymond James & Associates.
Miyashita was also recently named a member of the 2018 Chairman’s Council. Miyashita has worked at Raymond James since 2015 and has over 15 years of financial services experience.
“We’re excited Jason was recognized for his dedication and excellence,” said Elywn. “Being named as Managing Director is a significant achievement and is a testament to Jason’s professionalism, commitment to clients and caliber as a financial advisor.”
“I am delighted that Jason has achieved the managing director title at Raymond James as this title is offered only to the top financial advisors in the firm based on very specific qualifications,” said Chris Horner, complex manager of the Los Angeles Western Division Complex. “Jason is currently one of the youngest managing directors in the Raymond James global network of financial advisors and we are proud to be associated with his team as one of the top teams in the Western Division.”
Miyashita, a founding partner of The Asia Pacific Group of Raymond James, has more than 15 years of experience in the financial services industry and was born and raised in Guam. He is a graduate of The Wharton School of Business at the University of Pennsylvania where he studied accounting, finance and strategic management and Guam’s Father Duenas Memorial High School and St. Anthony School. He earned the Certified Investment Management Analyst (CIMA®) professional designation from The Wharton School of Business at the University of Pennsylvania. He also currently holds the Chartered Retirement Plans Specialist (CRPS®) professional designation by the College for Financial Planning and the Accredited Investment Fiduciary Analyst (AIFA®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh Katz Graduate School of Business.
Miyashita is adjunct faculty and an international conference speaker for the Asia Pacific Association for Fiduciary Studies. He is an active member of the Rotary Club of Tumon Bay Guam, Guam Chamber of Commerce, Chinese Chamber of Commerce of Guam, Saipan Chamber of Commerce, Palau Chamber of Commerce, and The Pacific Club in Honolulu, Hawaii.
The Asia Pacific Group joined Raymond James from Morgan Stanley in 2015, where they collectively manage more than $1 billion in client assets and are one of the firm’s key institutional consulting groups in the Western Pacific U.S. region. The team, led by, Daniel A. Roland, CIMA®, AIFA®, managing director, senior vice president, Investments, and Senior Institutional Consultant; includes Miyashita; Maree C. Pelkey, AIF®, business manager and senior investment portfolio specialist; Amber Leon Guerrero, AIF®, senior client service associate; and Reylynn Sapong, client service associate.
The advisors of The Asia Pacific Group provide a suite of investment services to public funds, endowments, foundations, corporations and high-net-worth investors focusing on managed money, wealth management, estate planning, and retirement and education planning. The Asia Pacific Group serves clients in Guam, Commonwealth of Northern Mariana Islands, Republic of Palau, Federated States of Micronesia, Republic of Marshall Islands, the United States and Asia.
Supporting The Asia Pacific Group for Raymond James are Los Angeles Complex Manager Chris Horner and Beverly Hills Branch Manager Andy Waldbaum. (PR)