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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
Carolyn Jenkins (CRD# 5906998) is an Investment Advisor Representative working at Primerica Advisors in Crestline, CA and has over 12 years of experience in the finance industry.
Marie Johnson (CRD# 1369801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Bernardino, CA and has over 29 years of experience in the finance industry.
John Keen (CRD# 3042621) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Bernardno, CA and has over 23 years of experience in the finance industry.
Kirk Kernen (CRD# 4606739) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Arrowhead, CA and has over 21 years of experience in the finance industry.
Page Khalajestani (CRD# 2410133) is an Investment Advisor Representative working at Pakha Investment Advisory in Redlands, CA and has over 30 years of experience in the finance industry.
Jack Knight (CRD# 1793148) is an Investment Advisor Representative working at Eagle Strategies LLC in San Bernardino, CA and has over 33 years of experience in the finance industry.
Gregg Kobashigawa (CRD# 2172452) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 32 years of experience in the finance industry. Gregg Kobashigawa 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.
Steven Leach (CRD# 4715516) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beaumont, CA and has over 20 years of experience in the finance industry.
Phillip Levy (CRD# 5325276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bernardino, CA and has over 16 years of experience in the finance industry.
Christopher Lindsay (CRD# 5014987) is an Investment Advisor Representative working at Cbl Wealth Management in Hesperia, CA and has over 18 years of experience in the finance industry.