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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
Rob has been a part of the MTJR Group since it's establishment in 2017, having worked at Merrill Lynch since 2014. Rob has experience providing first class service to clients along with connecting people to the right resources and custom strategies. Prior to joining the team he worked for JPMorgan Chase Bank as a Relationship and Small Business Banker in Grand Rapids and Ann Arbor since 2010. Community development and education have been the foundation for his personal life and work career. Rob is a member of the University Club of Grand Rapids and The Young Alumni Council at Grand Valley State...
Dylan Barnes (CRD# 5343624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.
Joel Barrett (CRD# 5063873) is an Investment Advisor Representative working at Rockefeller Capital Management in Grand Rapids, MI and has over 17 years of experience in the finance industry. Joel Barrett 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.
Ryan Bassett (CRD# 4261974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Rapids, MI and has over 22 years of experience in the finance industry.
William Bassow (CRD# 1293561) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Haven, MI and has over 39 years of experience in the finance industry. William Bassow 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 Bauer (CRD# 6590453) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry. Brandon Bauer 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.
Michelle Bauer (CRD# 4394539) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 22 years of experience in the finance industry.
David Bayon (CRD# 5010827) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Grandville, MI and has over 18 years of experience in the finance industry.
Michael Beach (CRD# 2400438) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Rapids, MI and has over 30 years of experience in the finance industry.
John Becker (CRD# 843072) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Grand Rapids, MI and has over 39 years of experience in the finance industry.