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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
Jaime Soto (CRD# 6016080) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Johns Creek, GA and has over 10 years of experience in the finance industry.
Michael Steck (CRD# 1187853) is an Investment Advisor Representative working at Prudential Financial Planning Services in Johns Creek, GA and has over 40 years of experience in the finance industry.
Robert Takacs (CRD# 2954611) is an Investment Advisor Representative working at Sb Advisory, LLC in Johns Creek, GA and has over 26 years of experience in the finance industry.
Jeffrey Thomas (CRD# 2853935) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Johns Creek, GA and has over 27 years of experience in the finance industry.
Phillip Thornberry (CRD# 5041440) is an Investment Advisor Representative working at Prudential Financial Planning Services in Johns Creek, GA and has over 18 years of experience in the finance industry.
Katherine Ball (CRD# 7788439) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Creek, GA and has 1 year of experience in the finance industry.
John Cherry (CRD# 6009243) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Johns Creek, GA and has over 3 years of experience in the finance industry.
David Harvey (CRD# 7249524) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 3 years of experience in the finance industry.
Michael Homans (CRD# 6374881) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Creek, GA and has over 9 years of experience in the finance industry.
Jugalkishor Malpani (CRD# 7274157) is an Investment Advisor Representative working at Chanakya Business Ventures LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.