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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
Frederick Jackson (CRD# 2545657) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry. Frederick Jackson 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.
Larry Jackson (CRD# 4601775) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 21 years of experience in the finance industry.
Lisa Jackson (CRD# 4040674) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Robert Jackson (CRD# 4340729) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Lewis Johnson (CRD# 4451222) is an Investment Advisor Representative working at Wealth Creators, LLC in Irving, TX and has over 23 years of experience in the finance industry.
Nathan Johnson (CRD# 4357090) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Gerald Jones (CRD# 2265502) is an Investment Advisor Representative working at Lpl Financial LLC in Irving, TX and has over 31 years of experience in the finance industry.
Hadley Joseph (CRD# 4213442) is an Investment Advisor Representative working at Citizens Securities, Inc. in Irving, TX and has over 23 years of experience in the finance industry.
James Karberg (CRD# 4125416) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. James Karberg 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.
Steven Katzenstein (CRD# 2380645) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 29 years of experience in the finance industry.