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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
Jay Hutchcraft (CRD# 5140021) is an Investment Advisor Representative working at Morgan Stanley in San Luis Obispo, CA and has over 17 years of experience in the finance industry.
Dennis Jackson (CRD# 4232187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grover Beach, CA and has over 23 years of experience in the finance industry.
James Jackson (CRD# 5304630) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grover Beach, CA and has over 16 years of experience in the finance industry.
Kurt Jackson (CRD# 2913769) is an Investment Advisor Representative working at Commonwealth Financial Network in San Luis Obispo, CA and has over 26 years of experience in the finance industry. Kurt 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.
Carey James (CRD# 1420763) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 32 years of experience in the finance industry.
Diane James (CRD# 2134279) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 32 years of experience in the finance industry.
Jaquelyn James (CRD# 6308082) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 8 years of experience in the finance industry.
Derek Johnson (CRD# 6514264) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 5 years of experience in the finance industry. Derek Johnson 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.
Kevin Jussila (CRD# 1189010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Lynn Kaloian (CRD# 5569755) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arroyo Grande, CA and has over 15 years of experience in the finance industry.