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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...
Allan Jones (CRD# 3190280) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, NJ and has over 24 years of experience in the finance industry.
Aaron Kessler (CRD# 2935484) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 21 years of experience in the finance industry. Aaron Kessler 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.
Kenneth Klein (CRD# 1775678) is an Investment Advisor Representative working at Seelaus Asset Management, LLC in Chatham, NJ and has over 26 years of experience in the finance industry.
Mark Klein (CRD# 4048517) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 24 years of experience in the finance industry.
Fred Larocca (CRD# 1410544) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chatham, NJ and has over 36 years of experience in the finance industry.
John Lui (CRD# 5188925) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 17 years of experience in the finance industry.
John Malcolm (CRD# 2562959) is an Investment Advisor Representative working at Gwn Securities Inc. in Chatham, NJ and has over 29 years of experience in the finance industry. John Malcolm 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.
David Mangone (CRD# 4590009) is an Investment Advisor Representative working at Seelaus Asset Management, LLC in Chatham, NJ and has over 21 years of experience in the finance industry.
Sean Manning (CRD# 6180833) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 10 years of experience in the finance industry.
Gerard McGeough (CRD# 1834279) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 27 years of experience in the finance industry.