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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
Jacob Buckwalter (CRD# 6458420) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 8 years of experience in the finance industry.
Jason Buehner (CRD# 4495583) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Albany, OH and has over 18 years of experience in the finance industry. Jason Buehner 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.
Timothy Bullock (CRD# 2268158) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 31 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.
Kelsey Burgett (CRD# 5204883) is an Investment Advisor Representative working at Edward Jones in Sunbury, OH and has over 13 years of experience in the finance industry.
Justin Burkhart (CRD# 6110510) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 8 years of experience in the finance industry.
James Cain (CRD# 3123992) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, OH and has over 23 years of experience in the finance industry.
Elizabeth Caldwell (CRD# 4551635) is an Investment Advisor Representative working at Welsh Hills Financial Services, LLC in Newark, OH and has 1 year of experience in the finance industry. Elizabeth Caldwell 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.
Matthew Calhoun (CRD# 4425914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westerville, OH and has over 20 years of experience in the finance industry. Matthew Calhoun 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.
Deborah Camealy (CRD# 7009608) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.