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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...
Yaakov Barr-Zvulun (CRD# 6314831) is an Investment Advisor Representative working at Barr Cpa LLC in Ridgewood, NJ and has 1 year of experience in the finance industry.
Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.
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.
James Barrett (CRD# 1069051) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 38 years of experience in the finance industry.
Hugo Bartell (CRD# 4444621) is an Investment Advisor Representative working at Equitable Advisors, LLC in Verona, NJ and has over 22 years of experience in the finance industry.
Brian Barthold (CRD# 2943475) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 25 years of experience in the finance industry.
John Bartlett (CRD# 5973991) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has 6 years of experience in the finance industry. John Bartlett 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Seth Bassin (CRD# 6143779) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 11 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.
Steven Battaglino (CRD# 4968513) is an Investment Advisor Representative working at Equitable Advisors, LLC in West Caldwell, NJ and has over 18 years of experience in the finance industry.