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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
Steven Jensen (CRD# 1534902) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 32 years of experience in the finance industry.
Rodger Jordan (CRD# 1881908) is an Investment Advisor Representative working at Lpl Financial LLC in Grants Pass, OR and has over 26 years of experience in the finance industry. Rodger Jordan 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.
Joshua Kammerer (CRD# 4706983) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 20 years of experience in the finance industry.
James Kellett (CRD# 1414427) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 40 years of experience in the finance industry.
Ekaterina Kostenko (CRD# 7033093) is an Investment Advisor Representative working at Practice Financial Group in Jacksonville, OR and has 1 year of experience in the finance industry. Ekaterina Kostenko 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.
Carol Krueger (CRD# 4514567) is an Investment Advisor Representative working at Edward Jones in Medford, OR and has over 8 years of experience in the finance industry.
Gregory Lathrop (CRD# 1065112) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 25 years of experience in the finance industry.
Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 11 years of experience in the finance industry. Jennifer Leroy 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.
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.
Alex Lewellyn (CRD# 6031938) is an Investment Advisor Representative working at Triad Advisors, LLC in Medford, OR and has over 9 years of experience in the finance industry.