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...
Craig Netzley (CRD# 4176926) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 17 years of experience in the finance industry.
Siddharth Shah (CRD# 2946827) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Chino Hills, CA and has over 20 years of experience in the finance industry.