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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
Patrick Fleming (CRD# 5721500) is an Investment Advisor Representative working at Edward Jones in Jeffersonville, IN and has over 14 years of experience in the finance industry.
Kimberly Garrett (CRD# 1417162) is an Investment Advisor Representative working at Edward Jones in Jeffersonville, IN and has over 38 years of experience in the finance industry.
Retirement Income Planning / Retirement Advisor ages 50+
Comprehensive Financial Planning
Trust Management with tax sensitive investments in mind. $50000 min
Business Succession Strategy / Family Owned Transitions
Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A
Hybrid pension plans for medical and dental companies
Typical clients has over 200k Household income, $250000 investable assets
William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years...
Samuel Gurvitch (CRD# 4408653) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Jeffrey Hartfield (CRD# 1637055) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Jeffersonville, IN and has over 30 years of experience in the finance industry.
Adam Henley (CRD# 4407698) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Ronald Jackson (CRD# 5107490) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jeffersonville, IN and has over 18 years of experience in the finance industry.
Amanda Janssen (CRD# 6253837) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jeffersonville, IN and has over 5 years of experience in the finance industry. Amanda Janssen 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.
David Lobeck (CRD# 1547963) is an Investment Advisor Representative working at Edward Jones in Jeffersonville, IN and has over 37 years of experience in the finance industry.
Joshua Lowery (CRD# 6042539) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jeffersonville, IN and has over 11 years of experience in the finance industry.