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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
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business...
Gerald Newton (CRD# 837440) is an Investment Advisor Representative working at Eagle Strategies LLC in Phillips Ranch, CA and has over 24 years of experience in the finance industry.
David Yu (CRD# 5428447) is an Investment Advisor Representative working at Pacific United Planning in Phillips Ranch, CA and has over 10 years of experience in the finance industry. David Yu 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.
Brandon Averill (CRD# 5781614) is an Investment Advisor Representative working AWM Capital a division of Penniall & Associates in Pasadena, CA and has over 5 years of experience in the finance industry.
Peter Paik (CRD# 5031859) is an Investment Advisor Representative working at UBS Financial Services Inc. in Brea, CA and has over 5 years of experience in the finance industry.
Scott Rojas (CRD# 2375298) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 24 years of experience in the finance industry. Scott Rojas 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.
Carol Somoano (CRD# 4972541) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 20 year of experience in the finance industry. Carol Somoano 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Vanessa Burnett (CRD# 5510896) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 7 years of experience in the finance industry.
Brian Carruthers (CRD# 1327519) is an Investment Advisor Representative working at Brian Carruthers & Associates in Huntington Beach, CA and has over 26 years of experience in the finance industry. Brian Carruthers 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.