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portrait of John-David A Nako
FINANCIAL ADVISOR

John-David A Nako

CFP®, CFA®
2752 Woodlawn Drive 5-205, Honolulu, HI 96822opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About John-David

At Edward Jones, we partner with individuals, families and small business owners to help folks prioritize and achieve their long-term financial goals. Whether those goals involve planning for or living in retirement, funding your children's education, legacy considerations or preparing for the unexpected, we seek to understand your needs and provide tailored advice for your personal situation.

I joined Edward Jones in 2014 and spent most of my time at the home office conducting equity research, analyzing individual stocks and helping to create our "Buy, Hold or Sell" stock recommendations. I briefly left the firm to work as an associate director...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2021 to Current
  • Realty Income CorporationApril 2021 to September 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Education

  • Pomona CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Pets
  • Golfing
  • Traveling
  • History and Museums

Team Members

  • Sheri Trinidad
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(808) 988-9225

Fax

(888) 672-2351

Office Address

2752 Woodlawn Drive 5-205
Honolulu, HI 96822opens in a new window

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