Distance Metro area (25 miles)
- 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
Jessica Arana (CRD# 5747060) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Las Vegas, NV and has over 6 years of experience in the finance industry.
David Dunn (CRD# 2514757) is an the President and Chief Wealth Startegist at Kingsbridge Wealth Management, Inc. Kingsbridge Wealth Management is a multi-family office that works with a select number of ultra high net worth families to manage the complexities that come with being an owner of significant wealth.
Raymond Shreder (CRD# 1340357) is an Investment Advisor Representative at ETF Management Consultants, located in Las Vegas, NV.
ETF MANAGEMENT CONSULTANTS provides investors with the benefits of both investing worlds:
• A comprehensive selection of low-cost / low-minimum 24/7 automated investment portfolio managers
• Manager selection, allocation and ongoing guidance provided by a Licensed Fiduciary Advisor
ETF Management Consultants offers free educational webinars, DIY planning apps and full pricing transparency.
Ray has over 30 years of experience in the finance industry.
Christopher Farr (CRD# 5991848) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 5 years of experience in the finance industry.