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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Bridgot Basile (CRD# 3257090) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Princeton, NJ and has over 10 years of experience in the finance industry.
Mary Batcha (CRD# 4398854) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 22 years of experience in the finance industry.
Chad Bates (CRD# 6538111) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morristown, NJ and has over 8 years of experience in the finance industry.
Whitney Bates (CRD# 6378178) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.
Jonathan Bath (CRD# 5781630) is an Investment Advisor Representative working at Brokers Financial in Easton, PA and has over 13 years of experience in the finance industry.
Matthew Battipaglia (CRD# 5407924) is an Investment Advisor Representative working at Washington Crossing Advisors LLC in Morristown, NJ and has over 8 years of experience in the finance industry.
Jennifer Bauder (CRD# 2796906) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.
Kenny Bauer (CRD# 2861423) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 27 years of experience in the finance industry. Kenny Bauer 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.
Bruce Baumgarten (CRD# 15157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morristown, NJ and has over 32 years of experience in the finance industry.
Mark Baumgarten (CRD# 2835171) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morristown, NJ and has over 27 years of experience in the finance industry.