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Distance Only Glen Ellyn, IL
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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
Brian Washkowiak (CRD# 5091671) is an Investment Advisor Representative working at Edward Jones in Glen Ellyn, IL and has over 2 years of experience in the finance industry.
John Wesley (CRD# 4367155) is an Investment Advisor Representative working at Lpl Financial LLC in Glen Ellyn, IL and has over 23 years of experience in the finance industry.
Luke Widmer (CRD# 4543877) is an Investment Advisor Representative working at Edward Jones in Glen Ellyn, IL and has over 6 years of experience in the finance industry.
Natalie Barraza (CRD# 6126502) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glen Ellyn, IL and has over 11 years of experience in the finance industry.
Eric Christopherson (CRD# 7251275) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glen Ellyn, IL and has over 2 years of experience in the finance industry.
Timothy Levert (CRD# 6155599) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glen Ellyn, IL and has over 9 years of experience in the finance industry.
Zachary Lindquist (CRD# 7344494) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 3 years of experience in the finance industry.
Patrick O'connell (CRD# 7250822) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 4 years of experience in the finance industry.
Jeffrey Roberts (CRD# 4331461) is an Investment Advisor Representative working at North Forty Investment Advisors LLC in Glen Ellyn, IL and has over 24 years of experience in the finance industry.
Shawn Roberts (CRD# 3272639) is an Investment Advisor Representative working at Smr Strategic Investments, LLC in Glen Ellyn, IL and has over 21 years of experience in the finance industry. Shawn Roberts 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.