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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...
Mark Ballestero (CRD# 2208616) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has over 32 years of experience in the finance industry. Mark Ballestero 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.
Joseph Barbara (CRD# 4933721) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 18 years of experience in the finance industry.
Michael Barna (CRD# 1236348) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chester, NJ and has over 10 years of experience in the finance industry.
David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. David Barol 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.
Daniel Barrett (CRD# 2675007) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morristown, NJ and has over 28 years of experience in the finance industry.
Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 33 years of experience in the finance industry.
James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 27 years of experience in the finance industry.
Michelle Bartosik (CRD# 5194034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flemington, NJ and has over 17 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.
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.