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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
Dareal Harmon (CRD# 6902789) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Oakland, CA and has over 6 years of experience in the finance industry.
Claire Hollander (CRD# 7327059) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 2 years of experience in the finance industry.
Treshon Ingram (CRD# 7264764) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 4 years of experience in the finance industry.
Kameron Jackson (CRD# 7493598) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has 1 year of experience in the finance industry.
Patricia Johnson (CRD# 7313931) is an Investment Advisor Representative working at Raise Financial Advisors LLC in Oakland, CA and has over 3 years of experience in the finance industry.
Robyn Johnson (CRD# 2063548) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has 1 year of experience in the finance industry.
Barbara Jolliffe (CRD# 720574) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oakland, CA and has over 24 years of experience in the finance industry. Barbara Jolliffe 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.
Raunak Joseph (CRD# 7483191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has 1 year of experience in the finance industry.
Jeremy Korman (CRD# 7283276) is an Investment Advisor Representative working at Pinecone Financial in Oakland, CA and has over 3 years of experience in the finance industry.
Peter Kriss (CRD# 6599826) is an Investment Advisor Representative working at Macroclimate LLC in Oakland, CA and has over 2 years of experience in the finance industry.