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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Debra Barnes (CRD# 4375477) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Florham Park, NJ and has over 21 years of experience in the finance industry.
James Barnette (CRD# 1614462) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 36 years of experience in the finance industry.
Chris Barnish-Zusin (CRD# 2661504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 28 years of experience in the finance industry.
Stephen Barral (CRD# 1303911) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 39 years of experience in the finance industry.
Daniel Barrett (CRD# 2675007) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morristown, NJ and has over 28 years of experience in the finance industry.
Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 33 years of experience in the finance industry.
Brian Barthold (CRD# 2943475) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 25 years of experience in the finance industry.
Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry. Kristin Bartlow 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.
James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 27 years of experience in the finance industry.
Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 17 years of experience in the finance industry.