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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Susan Davis (CRD# 5358635) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ashland, OR and has over 16 years of experience in the finance industry.
Angela Dillon (CRD# 4198517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 18 years of experience in the finance industry.
Jeffrey Feinberg (CRD# 1381541) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, OR and has over 36 years of experience in the finance industry.
John Gibbs (CRD# 2809416) is an Investment Advisor Representative working at Avantax Advisory Services in Ashland, OR and has over 27 years of experience in the finance industry.
Michael Hansen (CRD# 5922757) is an Investment Advisor Representative working at True Purpose Advisors, LLC in Ashland, OR and has over 12 years of experience in the finance industry.
James Harrington (CRD# 841983) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has over 42 years of experience in the finance industry.
Mark Jaffe (CRD# 2433927) is an Investment Advisor Representative working at Jaffe Financial Services, LLC in Ashland, OR and has over 26 years of experience in the finance industry. Mark Jaffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Jahnke (CRD# 1364829) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ashland, OR and has over 37 years of experience in the finance industry.
Alan Levine (CRD# 3114259) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Ashland, OR and has over 25 years of experience in the finance industry.
Michael Lewis (CRD# 6445967) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has over 9 years of experience in the finance industry.