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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
Jarrod Rush (CRD# 5346564) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wylie, TX and has over 16 years of experience in the finance industry.
Jaime Sanchez (CRD# 2504023) is an Investment Advisor Representative working at Partner Wealth Management, LLC in Rockwall, TX and has over 29 years of experience in the finance industry.
Brad Sewell (CRD# 1662674) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 36 years of experience in the finance industry. Brad Sewell 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.
Russell Shaul (CRD# 5116729) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Heath, TX and has over 18 years of experience in the finance industry.
Jill Slayton (CRD# 1898524) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Heath, TX and has over 35 years of experience in the finance industry. Jill Slayton 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.
Dustin Smith (CRD# 1707067) is an Investment Advisor Representative working at Edward Jones in Greenville, TX and has over 24 years of experience in the finance industry.
Harolyn Smith (CRD# 1440077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rowlett, TX and has over 38 years of experience in the finance industry.
Richard Smith (CRD# 2569454) is an Investment Advisor Representative working at Avantax Advisory Services in Forney, TX and has over 29 years of experience in the finance industry. Richard Smith 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.
Nicky Sprowls (CRD# 2190641) is an Investment Advisor Representative working at Edward Jones in Greenville, TX and has over 32 years of experience in the finance industry.
Jason Stern (CRD# 6898783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockwall, TX and has over 5 years of experience in the finance industry.