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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
Jess Esposito (CRD# 1864816) is an Investment Advisor Representative working at Edward Jones in Ithaca, NY and has over 35 years of experience in the finance industry.
Julia Gorman (CRD# 2210777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 32 years of experience in the finance industry.
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
Daniel Harter (CRD# 6776061) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ithaca, NY and has over 6 years of experience in the finance industry.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 8 years of experience in the finance industry.
Marco Hickey (CRD# 5598994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 13 years of experience in the finance industry.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.
Amy Jones (CRD# 2962141) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 26 years of experience in the finance industry.
Robert Landis (CRD# 6837609) is an Investment Advisor Representative working at Edward Jones in Moravia, NY and has over 6 years of experience in the finance industry.