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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Jeremy Welther (CRD# 2544111) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 29 years of experience in the finance industry. Jeremy Welther 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.
Derek Wittjohann (CRD# 5715298) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 years of experience in the finance industry.
Patrick York (CRD# 4545350) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 years of experience in the finance industry. Patrick York 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.
Cheryl Andrew (CRD# 4799937) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 2 years of experience in the finance industry.
Russell Babiarz (CRD# 7727759) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has 1 year of experience in the finance industry.
Jennifer Becker (CRD# 6014597) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 4 years of experience in the finance industry.
Alexander Borowiec (CRD# 7759863) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Madison, NJ and has 1 year of experience in the finance industry.
Peter Chandler (CRD# 4547891) is an Investment Advisor Representative working at Fisher Investments in Madison, NJ and has over 21 years of experience in the finance industry. Peter Chandler 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 Clark (CRD# 2522650) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in Madison, NJ and has over 29 years of experience in the finance industry.
Matthew Fassnacht (CRD# 3126633) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 25 years of experience in the finance industry.