Distance Metro area (25 miles)
- 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
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business...
Cheryl Bohannon (CRD# 4633543) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino, CA and has over 14 years of experience in the finance industry.
Alex Lukoff (CRD# 5075279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chino, CA and has over 11 years of experience in the finance industry.