-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jennifer has over 29 year of financial services experience and is the founder and CEO of SkyOak Capital. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Medford, Oregon and Las Vegas home of the corporate office.
Jennifer’s unique...
Darla Pellersels (CRD# 6101954) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henderson, NV and has over 11 years of experience in the finance industry.
Michael Peterson (CRD# 5110521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Henderson, NV and has over 18 years of experience in the finance industry.
Roman Petryszyn (CRD# 2095397) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Henderson, NV and has over 33 years of experience in the finance industry.
Keven Picardo (CRD# 1227060) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Henderson, NV and has over 40 years of experience in the finance industry.
Diane Poepping (CRD# 5459200) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Henderson, NV and has over 13 years of experience in the finance industry.
Jeremy Purvines (CRD# 5948020) is an Investment Advisor Representative working at Lpl Financial LLC in Henderson, NV and has over 10 years of experience in the finance industry.
Ron Purvines (CRD# 1712228) is an Investment Advisor Representative working at Lpl Financial LLC in Henderson, NV and has over 36 years of experience in the finance industry.
Aniruddha Ray (CRD# 2897382) is an Investment Advisor Representative working at Mdx Wealth Management in Henderson, NV and has over 26 years of experience in the finance industry.
Marianne Reeves (CRD# 4591284) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Henderson, NV and has over 22 years of experience in the finance industry.
Matthew Rigoli (CRD# 4725202) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Henderson, NV and has over 20 years of experience in the finance industry.