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Jason B. Miyashita earns prestigious Certified Investment Management Analyst certification

Jason B. Miyashita earns prestigious Certified Investment Management Analyst certification

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by September 16, 2016 Top Stories

 

  1. PETERSBURG, Fla. – Jason B. Miyashita, CIMA®, CRPS®, AIFA®, Senior Vice President, Investments and Senior Institutional Consultant at Raymond James in Maite, Guam, recently obtained the Certified Investment Management Analyst® certification. Fewer than 1 percent of financial service professionals hold CIMA® certification1, which is delivered by Investment Management Consultants Association® (IMCA®) and is the only credential designed specifically for investment advisors and consultants. Mr. Miyashita has worked at Raymond James since 2015 and has over 14 years of financial services experience. [/restrict]

Mr. Miyashita earned the CIMA® license after extensive graduate-level coursework and examination. The CIMA® curriculum involves in-depth study of asset allocation, ethics, due diligence, risk measurement, performance measurement, investment objectives, and related financial topics. Miyashita is among only 7,000 individuals worldwide who have attained this prestigious license. To maintain the CIMA® license, he must complete ongoing education for recertification every two years.

“I am delighted that Jason has attained such a prestigious license sponsored by one of the principal associations of the investment consulting industry,” said Chris Horner, Complex Manager of the Los Angeles Western Division Complex. “This advanced training will help him to continue to design the sophisticated investment and advanced strategies needed in today’s environment.

Mr. Miyashita, a founding partner of The Asia Pacific Group of Raymond James, has more than 14 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.

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.

The Asia Pacific Group joined Raymond James from Morgan Stanley in 2015, where they collectively manage more than $1 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 Daniel A. Roland, CIMA®, AIFA®, Managing Director, Senior Vice President, Investments, and Senior Institutional Consultant; Jason B. Miyashita, CIMA®, CRPS®, AIFA®, Senior Vice President, Investments and Senior Institutional Consultant; Maree C. Pelkey, AIF®, Senior Investment Portfolio Specialist and Senior Practice Coordinator; Tiffany C. Walsh, Registered Client Service Associate; and Amber Leon Guerrero, AIF®, 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 CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, MIT Sloan School of Management, or the Wharton School, University of Pennsylvania. CIMA professionals must pass a qualification exam and a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to IMCA’s Code of Professional Responsibility.

In 2011, the American National Standards Institute (ANSI) recognized CIMA certification as the first financial services credential in the United States to earn accreditation under an international personnel certification standard. ANSI is a private nonprofit organization that provides third-party accreditation services and oversees a broad array of standards development processes in the United States.

“The CIMA certification program represents high standards in each of the ‘Four Es’—experience, education, examination, and ethics,” said Sean R. Walters, CAE, IMCA’s executive director and chief executive officer. “As a result, the certification consistently qualifies investment advisors, investment consultants and investment managers as advanced practitioners in their field.”

IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and to provide investment consultants with the credentials and tools required to best serve their clients. Visit www.IMCA.org for more information.

Raymond James & Associates Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with more than 6,600 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $500 billion.

1 As of March 2016, Financial Industry Regulatory Authority (FINRA) regulates 641,157 registered reps, and 6,290 professionals hold CIMA certification. www.finra.org/newsroom/statistics, www.imca.org/about-imca. [/restrict]

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