Jeanne St. John, AWMA®

Senior Investment Advisor 

 

Jeanne is a Senior Investment Advisor with over 25 years of experience in both the banking and financial industry.  She started in the financial industry in 1994 working at various financial services companies on the east coast. From 1998 through 2001 she was a Registered Representative with Bank of America in Charlotte, NC. From 2001 through 2019 she was a Wealth Management Advisor with TIAA and established the TIAA Honolulu office in 2007. Jeanne has extensive knowledge of the ERISA regulations for 403(b), 401(k) plans and comprehensive financial planning. She also holds the Accredited Wealth Management Advisor (AWMA®) designation through The College of Financial Planning. Jeanne enjoys spending time with her family and loves volunteering at New Hope Kapolei.

 
The Accredited Wealth Management Advisor (AWMA) is awarded to individuals who complete a study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. 

 

615 Piikoi Street, Suite 812 | Honolulu, Hawaii 96814 | (808) 591-1200

 

Investment Advisory Services offered through Mosaic Pacific Investment Advisors, LLC, a Registered Investment Advisor in the State of Hawaii.

  • LinkedIn Social Icon