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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
Jessica Levan (CRD# 5524255) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morgan Hill, CA and has over 15 years of experience in the finance industry. Jessica Levan 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.
Daniel May (CRD# 2178711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 32 years of experience in the finance industry.
James McEvoy (CRD# 1645362) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.
Lee Michael Murphy (CRD# 5852214) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morgan Hill, CA and has over 12 years of experience in the finance industry.
Daniel Newquist (CRD# 3151447) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry. Daniel Newquist 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.
Marisa Otto (CRD# 4596581) is an Investment Advisor Representative working at Edward Jones in Morgan Hill, CA and has over 21 years of experience in the finance industry.
Matthew Reinhardt (CRD# 5797963) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 7 years of experience in the finance industry.
Mark Taylan (CRD# 4418749) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 21 years of experience in the finance industry.
James Bergis (CRD# 7224789) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 4 years of experience in the finance industry.
Niels McEvoy (CRD# 7662696) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 3 years of experience in the finance industry.