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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
Nicole Jarem (CRD# 6169710) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 8 years of experience in the finance industry.
Earle Johnson (CRD# 6359284) is an Investment Advisor Representative working at Boselah Investments in Little Compton, RI and has over 10 years of experience in the finance industry.
Richard Johnson (CRD# 260084) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 34 years of experience in the finance industry.
Todd Johnston (CRD# 1542559) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has over 28 years of experience in the finance industry.
Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry. Grant Joiner 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.
Jefferson Jones (CRD# 4567112) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Falmouth, MA and has over 21 years of experience in the finance industry.
Thomas Juster (CRD# 6005882) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 11 years of experience in the finance industry. Thomas Juster 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.
Harley Kaplan (CRD# 1195219) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry. Harley Kaplan 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.
Stephen Karam (CRD# 2204088) is an Investment Advisor Representative working at Lpl Financial LLC in Fall River, MA and has over 32 years of experience in the finance industry.
Amy Kates (CRD# 1937926) is an Investment Advisor Representative working at Eagle Strategies LLC in Cotuit, MA and has over 35 years of experience in the finance industry. Amy Kates 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.