James Aoki
Independent Insurance and Investment Broker at Jia Insurance Brokerage Services
Based in Santa Barbara, United States
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Seniority
Staff
Department
Other
Location
Santa Barbara
Industry
—
Company size
1
Contact information
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j•••••••@jiainsurancebrokerageservices.com
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Background
About James Aoki
THE MOST VALUABLE COMMODITY IS INFORMATION! Like most people, evaluating information for all the diverse types of financial products can be confusing. Fulfilling a Client’s objective is made easier when comparing complicated information for products are simplified. Information is presented so it is easier to understand. My appointments are with multiple Insurance, Securities, and Specialty companies that provide me the ability to survey the market to meet specific Client needs. In addition, I have a Network with Business Professionals that provide ancillary support in the Insurance, Securities, Accounting, Legal, and Real Estate markets. Products available for Businesses and Individuals Insurance Products: Medical, Dental, Life, Vision, Short/Long Term Disability, Workers Compensation, Annuities, Executive Benefits… Specialty Companies: providing Administration for Cafeteria plans, Flexible Spending Accounts, Premium Only Plans, Cobra Administration, Health Savings Accounts… Retirement Plans: IRAs, Simple-IRAs, SEPs=Simplified Employee Pension, 401Ks, 403Bs, Money Purchase, Profit Sharing, and Self-Directed Accounts. Investment Accounts: provided through Fortune Financial Services. Securities, Annuities and Mutual Funds for both business and individual purchases. Independent Insurance Broker:(Licensed #0569314 and insured since 1979) Life & Health Agent, Fire & Casualty Broker-Agent, and Variable Contracts. Appointments are with multiple Insurance Carriers. Registered Representative with Fortune Financial Services Member FINRA (Licensed and insured since 1985) Series 6 (Investment Company and Variable Contracts Products Representative) Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 63 (Uniform Securities Agent State Law Examination). Licensed Real Estate Agent
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