ST. PETERSBURG, Fla.—Jason B. Miyashita, CIMA®, CRPS®, AIFA®, managing director, senior vice president, investments and senior institutional consultant at Raymond James & Associates, member New York Stock Exchange/SIPC in Maite, Guam, was recently named to the Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.
The list, which recognizes advisors from national, regional and independent firms, was released online July 24, 2020. Miyashita has worked at Raymond James since 2015 and have over 18 years of financial services experience. The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research.
“I consider it an honor to be ranked among our country’s top next-generation wealth advisors,” Miyashita said. “To be included among such an elite group is humbling.”
“We’re proud to see Jason included in such a prestigious group of the country’s top 500 millennial advisors,” said Tash Elywn, President & CEO of Raymond James & Associates. “To be recognized as one of the nation’s top wealth advisors is an outstanding achievement and a testament to Jason’s professionalism and commitment to clients. This is the second year that Forbes has included advisors in the U.S. Territories in the list which is remarkable.”
Miyashita, a founding partner of The Asia Pacific Group of Raymond James, has more than 18 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. He has been recognized in various international financial publications to include Forbes, Financial Times, Barron’s, On Wall Street, Fundfire, and InvestmentNews.
The Asia Pacific Group joined Raymond James from Morgan Stanley in 2015, where they collectively manage more than $1.75 billion in client assets and are one of the firm’s key institutional consulting groups in the Western Pacific U.S. region. The team comprises Daniel A. Roland, CIMA®, AIFA®, MBA, managing director, senior vice president, Investments, and senior institutional consultant; Jason B. Miyashita, CIMA®, CRPS®, AIFA®, managing director, senior vice president, Investments and senior institutional consultant; Amanda Gima, AIF®, financial advisor, 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.
* Past performance is not indicative of future results. Individual experiences may vary.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
For more information see SHOOKresearch.com. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Minimum account sizes are general since it can vary depending on a range of circumstances. Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. Minimum account sizes are general since it can vary depending on a range of circumstances.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $824 billion. Additional information is available at www.raymondjames.com. (PR)