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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...
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
Quinn Im (CRD# 4375449) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in North Brunswick, NJ and has over 16 years of experience in the finance industry. Quinn Im 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.
Bahaa Botros (CRD# 2176303) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Brunswick, NJ and has over 24 years of experience in the finance industry.
Geoffrey Dietzel (CRD# 1909751) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Brunswick, NJ and has over 29 years of experience in the finance industry.
Uday Gogate (CRD# 5712169) is an Investment Advisor Representative working at Gogate, Uday S. in North Brunswick, NJ and has over 8 years of experience in the finance industry.
Vaishali Iyer (CRD# 5501175) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in North Brunswick, NJ and has over 7 years of experience in the finance industry.
Douglas Schorpp (CRD# 3112673) is an Investment Advisor Representative working at Schorpp Capital Management in North Brunswick, NJ and has over 16 years of experience in the finance industry.
Wayne Sholk (CRD# 2475763) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Brunswick, NJ and has over 23 years of experience in the finance industry.
Kevin Torres (CRD# 1528098) is an Investment Advisor Representative working at Lpl Financial LLC in North Brunswick, NJ and has over 31 years of experience in the finance industry.