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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
Shannon Bauer (CRD# 2346139) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sunbury, OH and has over 13 years of experience in the finance industry.
Wesley Bean (CRD# 2795480) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 27 years of experience in the finance industry.
Amanda Beecher (CRD# 5529153) is an Investment Advisor Representative working at Edward Jones in Marysville, OH and has over 8 years of experience in the finance industry.
James Blue (CRD# 6205303) is an Investment Advisor Representative working at Blue Advisors in Upper Arlington, OH and has over 10 years of experience in the finance industry. James Blue 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.
Andrew Bower (CRD# 3212472) is an Investment Advisor Representative working at Edward Jones in Mount Gilead, OH and has over 11 years of experience in the finance industry.
Zachary Boyd (CRD# 5650671) is an Investment Advisor Representative working at Edward Jones in Marysville, OH and has over 14 years of experience in the finance industry.
Patrick Briskey (CRD# 2869408) is an Investment Advisor Representative working at Mcdonald Capital Management, Inc. in Columbus, OH and has over 25 years of experience in the finance industry.
Thomas Brown (CRD# 2755992) is an Investment Advisor Representative working at Spreng Capital Management, Inc. in Bucyrus, OH and has over 27 years of experience in the finance industry.
Erin Brown-Eizensmits (CRD# 6745934) is an Investment Advisor Representative working at Edward Jones in Ostrander, OH and has over 7 years of experience in the finance industry.
David Burgett (CRD# 5792276) is an Investment Advisor Representative working at Edward Jones in Sunbury, OH and has over 13 years of experience in the finance industry.