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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
Jason Andersen (CRD# 5422808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lehi, UT and has over 16 years of experience in the finance industry. Jason Andersen 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.
Paul Anderson (CRD# 2497815) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 29 years of experience in the finance industry.
Richard Barber (CRD# 4566084) is an Investment Advisor Representative working at Provident Living Financial Services in Lehi, UT and has over 21 years of experience in the finance industry.
Eric Barlow (CRD# 2243431) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 31 years of experience in the finance industry.
James Belliston (CRD# 2402952) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 30 years of experience in the finance industry. James Belliston 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.
Scott Boyce (CRD# 6943199) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, UT and has over 5 years of experience in the finance industry.
Robert Brantley (CRD# 5386636) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 15 years of experience in the finance industry.
John Brough (CRD# 3251162) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 24 years of experience in the finance industry.
Victor Caron (CRD# 2978249) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lehi, UT and has over 26 years of experience in the finance industry.
Greg Chamberlain (CRD# 3213699) is an Investment Advisor Representative working at Cowdell Investments, LLC in Lehi, UT and has over 11 years of experience in the finance industry.