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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
Mark Oda (CRD# 1782519) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has over 36 years of experience in the finance industry.
Jeremy Otte (CRD# 6827595) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 6 years of experience in the finance industry.
John Parker (CRD# 4299926) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Haven, IN and has over 23 years of experience in the finance industry.
Stephanie Patton (CRD# 3226973) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphos, OH and has over 21 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
Robert Polston (CRD# 2983591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 26 years of experience in the finance industry.
Bryan Post (CRD# 6556990) is an Investment Advisor Representative working at Edward Jones in Hicksville, OH and has over 8 years of experience in the finance industry.
Steven Post (CRD# 6140150) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 11 years of experience in the finance industry.
Jill Powers (CRD# 2348471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 30 years of experience in the finance industry. Jill Powers 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.
Kara Price (CRD# 5631528) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 15 years of experience in the finance industry.