Distance Metro area (25 miles)
- 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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.
With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either...
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.
J. Lawrence Manley, Jr., CFA, CIPM (CRD# 4395031) is an Investment Advisor Representative working at Manley Capital Management, LLC in Summit, NJ and over twenty years of experience in the finance industry.
As an investment advisor with more than twenty years of value investing experience, I have always had a passion for investing and have been lucky enough to spend my career managing investment portfolios for pension funds, endowments and high-net-worth families. My institutional experience and knowledge have led to the steadfast belief that:
* Capital preservation and the power of compounding...
Ryan Morse (CRD# 4565886) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Englishtown, NJ and has over 14 years of experience in the finance industry. He owns the firm and is a Chartered Market Technician and a Certified Financial Planner. AUM over $3.5M clearing through Interactive Brokers. Six actively-managed strategies, custom accounts and performance-based compensation arrangements are available.