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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
Jeanine Herold (CRD# 1230992) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 30 years of experience in the finance industry.
Elizabeth Holtzman (CRD# 4749654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 18 years of experience in the finance industry.
Christopher Horoky (CRD# 4384923) is an Investment Advisor Representative working at Howard Bailey Securities, LLC in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Andrew Houck (CRD# 6533374) is an Investment Advisor Representative working at Edward Jones in Portland, IN and has over 8 years of experience in the finance industry.
Jody Howard (CRD# 2996883) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 26 years of experience in the finance industry.
Tracy Howard (CRD# 4217366) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 21 years of experience in the finance industry.
Troy Jacks (CRD# 2699124) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, IN and has over 28 years of experience in the finance industry.
Gregg Jehl (CRD# 2313084) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Wayne, IN and has over 31 years of experience in the finance industry. Gregg Jehl 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.
Marshal Johnson (CRD# 5392834) is an Investment Advisor Representative working at Howard Bailey Securities, LLC in Fort Wayne, IN and has over 16 years of experience in the finance industry. Marshal Johnson 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.