TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
ST. PETERSBURG, Fla. – Jason B. Miyashita, CIMA®, CPWA®, CRPS®, AIFA®, Managing Director, Senior Vice President, Investments and Senior Institutional Consultant and Daniel A. Roland, CIMA®, AIFA®, MBA, Managing Director, Senior Vice President, Investments and Senior Institutional Consultant at Raymond James in Maite, Guam, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Mr. Miyashita and Mr. Roland has worked at Raymond James since 2015 and have over 19 and 43 years of financial services experience, respectively.
“We’re proud to see Jason and Dan included in such a prestigious group for the third consecutive year,” said Tash Elywn, President & CEO of Raymond James & Associates. “To be recognized as two of the nation’s top wealth advisors is an outstanding achievement and a testament to Jason and Dan’s professionalism and commitment to clients. This is the third year that Forbes has included advisors in the U.S. Territories in the list which is remarkable.”
“I am delighted that Jason and Dan have received this recognition representing Guam as part of an elite group of financial advisors in the U.S.,” said Chris Horner, Complex Manager of the Los Angeles Western Division Complex. “Jason and Dan are currently two of the top advisors in the Raymond James global network of Financial Advisors and we are proud to be associated with their Team as one of the top Teams in the U.S. Western Division.”
Mr. Miyashita, a founding partner of The Asia Pacific Group of Raymond James, has more than 19 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 Private Wealth Advisor (CPWA®) professional designation from The University of Chicago Booth School of Business and 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.
Mr. 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, Financial Planning, Fundfire, and InvestmentNews.
Mr. Roland, a founding partner of The Asia Pacific Group of Raymond James, has more than 43 years of experience in the financial services industry. He holds a B.S. in Finance from the University of Maryland and an M.B.A. in Finance and Investments from George Washington University. He earned the Certified Investment Management Analyst (CIMA®) professional designation from The Wharton School of Business at the University of Pennsylvania and has earned 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. Mr. Roland is also Executive Director for the Asia Pacific Association for Fiduciary Studies.
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. The team comprises Jason B. Miyashita, CIMA®, CPWA®, CRPS®, AIFA®, Managing Director, Senior Vice President, Investments and Senior Institutional Consultant; Daniel A. Roland, CIMA®, AIFA®, MBA, Managing Director, Senior Vice President, Investments, and Senior Institutional Consultant; Amanda Gima, AIF®, Business Practice Coordinator; Amber Leon Guerrero, AIF®, Senior Client Service Associate; Reylynn Sapong, Client Service Associate; and Juan Javier Lacson, 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.