-
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...
Eun Cho (CRD# 6488745) is an Investment Advisor Representative working at Echo Wealth Partners in Las Vegas, NV and has over 8 years of experience in the finance industry. Eun Cho 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.
Samuel Cho (CRD# 4074660) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Las Vegas, NV and has over 16 years of experience in the finance industry.
Colin Christy (CRD# 6391466) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Las Vegas, NV and has over 9 years of experience in the finance industry.
Michael Chudd (CRD# 2531241) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Las Vegas, NV and has over 28 years of experience in the finance industry.
Maximilian Clifford (CRD# 6172049) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 10 years of experience in the finance industry.
Stephen Close (CRD# 3241129) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Las Vegas, NV and has over 24 years of experience in the finance industry. Stephen Close 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.
Rick Cluck (CRD# 1066336) is an Investment Advisor Representative working at The Ameriflex Group in Las Vegas, NV and has over 36 years of experience in the finance industry. Rick Cluck 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.
Donald Cody (CRD# 1200329) is an Investment Advisor Representative working at Global Macro Asset Management LLC in Las Vegas, NV and has over 40 years of experience in the finance industry.
Gary Cohen (CRD# 830009) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 43 years of experience in the finance industry.
Jessica Cohen (CRD# 6326494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 9 years of experience in the finance industry.