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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
Jeffrey Jacoby (CRD# 4706540) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Doylestown, PA and has over 19 years of experience in the finance industry.
William James (CRD# 2409577) is an Investment Advisor Representative working at Commonwealth Financial Network in Doylestown, PA and has over 30 years of experience in the finance industry. William James 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.
Matthew Jankowski (CRD# 4954814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 18 years of experience in the finance industry.
Geoffrey Japchen (CRD# 2112405) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 33 years of experience in the finance industry.
David Jenkins (CRD# 2579744) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 29 years of experience in the finance industry. David Jenkins 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.
Ryan Johnson (CRD# 5492287) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 13 years of experience in the finance industry.
Kevin Keaveney (CRD# 4978194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 18 years of experience in the finance industry.
Edward Keenan (CRD# 5962434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Doylestown, PA and has over 12 years of experience in the finance industry.
Rajesh Khullar (CRD# 1876319) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Doylestown, PA and has over 35 years of experience in the finance industry.