Jason B. Miyashita, managing director, senior vice president, and investments and senior institutional consultant at Raymond James & Associates, member New York Stock Exchange/SIPC in Maite, Guam, was recently named to the Financial Planning’s Top Regional Advisors Under 40 List, which recognizes advisors from national, regional and independent firms.
The list, which recognizes advisors from national, regional and independent firms, was released online Feb. 3. Miyashita has worked at Raymond James since 2015 and has over 18 years of financial services experience.
The 2021 Top Regional Advisors Under 40 List includes 40 top-producing young financial advisors who oversee over $15 Billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by Financial Planning.
“I consider it an honor to be ranked among our country’s top-producing financial planning advisors,” Miyashita said. “To be included among such an elite group is inspiring.”
“We’re proud to see Jason included in such a prestigious group of the country’s top 40 advisors under 40,” said Tash Elywn, president & CEO of Raymond James & Associates. “To be recognized as one of the nation’s top financial advisors is an outstanding achievement and a testament to Jason’s professionalism and commitment to clients. This is the fifth consecutive year that Jason has made the Financial Planning and On Wall Street Lists which is noteworthy.”
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 approximately $2 billion in client assets and are one of the firm’s key institutional consulting groups in the Western Pacific U.S. region.