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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
Jessica Levan (CRD# 5524255) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morgan Hill, CA and has over 15 years of experience in the finance industry. Jessica Levan 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.
Christopher Loo (CRD# 2417825) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilroy, CA and has over 30 years of experience in the finance industry.
Matthew Lopez (CRD# 6294236) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Watsonville, CA and has over 9 years of experience in the finance industry.
Anthony Madonna (CRD# 2632681) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Seaside, CA and has over 25 years of experience in the finance industry.
Rosemary Manrao (CRD# 4959232) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 18 years of experience in the finance industry.
Daniel May (CRD# 2178711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 32 years of experience in the finance industry.
James McEvoy (CRD# 1645362) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.
Jean-marie McIntosh (CRD# 4725190) is an Investment Advisor Representative working at Personal Economic Planning, LLC in Interlaken, CA and has over 16 years of experience in the finance industry.
Tony Minami (CRD# 4383343) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salinas, CA and has over 23 years of experience in the finance industry.
Peter Mu (CRD# 5875690) is an Investment Advisor Representative working at Wealth Cairn in Aromas, CA and has over 13 years of experience in the finance industry. Peter Mu 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.