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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
Bruce Iacono (CRD# 6015036) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brewster, NY and has over 12 years of experience in the finance industry.
Craig Irwin (CRD# 5591993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 13 years of experience in the finance industry.
Richard Jeffreys (CRD# 2338313) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 30 years of experience in the finance industry. Richard Jeffreys 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.
Eric Johnson (CRD# 1022780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 42 years of experience in the finance industry.
Elizabeth Jones (CRD# 3190846) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 25 years of experience in the finance industry.
Daniel Jonker (CRD# 1245488) is an Investment Advisor Representative working at Summit Financial, LLC in New Milford, CT and has over 27 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 21 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry. John Kelly 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.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.