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Distance Only Olympia, WA
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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
Brian Jacobus (CRD# 4413878) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 22 years of experience in the finance industry.
Ben Jennings (CRD# 2999507) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 26 years of experience in the finance industry. Ben Jennings 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.
Sarah Keister (CRD# 5887088) is an Investment Advisor Representative working at Edward Jones in Olympia, WA and has over 13 years of experience in the finance industry.
Greg Kero (CRD# 2792443) is an Investment Advisor Representative working at Gk Capital Partners in Olympia, WA and has over 25 years of experience in the finance industry.
Brian Kerrigan (CRD# 1718513) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 21 years of experience in the finance industry.
John Kiley (CRD# 2343432) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 30 years of experience in the finance industry.
Cynthia Kocher (CRD# 2347298) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 30 years of experience in the finance industry. Cynthia Kocher 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.
Jeffrey Kuest (CRD# 2754822) is an Investment Advisor Representative working at Counterpoint Capital Advisers, LLC in Olympia, WA and has over 27 years of experience in the finance industry. Jeffrey Kuest 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.
Sam Lantow (CRD# 4485086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Olympia, WA and has over 22 years of experience in the finance industry.