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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JARED TOSHIYUKI TANIMOTO

Advisor at SAVVY

NEW YORK, NY | Irvine, CA

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Search this name across graphsid dfx:ria:ddf29517-6151-a5f2-006d-6d98e75805d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 17, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 22, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Jul 22, 2011
First registration: Jun 17, 2016
Dual registered: no
Other names: JARED T TANIMOTO|Jared Toshiyuki Tanimoto
IAPD individual key: 5831744

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jan 22, 2025	n/a	yes	Irvine, CA\|NEW YORK, NY	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Feb 12, 2021	Jul 29, 2022	no	Irvine, CA	Previous registration
SEDAI WEALTH PARTNERS LLC	n/a	Apr 21, 2017	May 23, 2025	no	IRVINE, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jun 17, 2016	Nov 30, 2016	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEDAI WEALTH PARTNERS LLC	ORIGIN INVESTMENT ADVISORY LLC	May 23, 2025	Feb 12, 2021	-1,561	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	Savvy	Jul 29, 2022	Jan 22, 2025	908	Firm change after gap	RIA to RIA
PRINCIPAL SECURITIES, INC.	SEDAI WEALTH PARTNERS LLC	Nov 30, 2016	Apr 21, 2017	142	Firm change	Other

Relationships

Registered with (4)

→ SAVVYRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ SEDAI WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Apr 21, 2017 to May 23, 2025factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Feb 12, 2021 to Jul 29, 2022factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 17, 2016 to Nov 30, 2016factForm ADV

Dated events

Occurred
May 23, 2025
Advisor changed firm
Jared Toshiyuki Tanimoto left Sedai Wealth Partners Llc for Origin Investment Advisory Llc (registered 2021-02-12)
Form ADVobserved 5 days ago
Occurred
Jul 29, 2022
Advisor changed firm
Jared Toshiyuki Tanimoto left Origin Investment Advisory Llc for Savvy (registered 2025-01-22)
Form ADVobserved 5 days ago