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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
Michael McCarthy (CRD# 5639999) is an Investment Advisor Representative working at Edward Jones in Saint Johns, FL and has over 15 years of experience in the finance industry.
Eric Rust (CRD# 5039696) is an Investment Advisor Representative working at Matador Financial in Saint Johns, FL and has over 18 years of experience in the finance industry. Eric Rust 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.
James Schless (CRD# 2350825) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Johns, FL and has over 30 years of experience in the finance industry. James Schless 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.
Karen Smith (CRD# 5198623) is an Investment Advisor Representative working at Wealthspire Advisors in Saint Johns, FL and has over 16 years of experience in the finance industry.
Ronald Smith (CRD# 1420270) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Saint Johns, FL and has over 24 years of experience in the finance industry.
Kristine Stewart (CRD# 1793063) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Johns, FL and has over 36 years of experience in the finance industry. Kristine Stewart 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.
Noah Strunk (CRD# 4970128) is an Investment Advisor Representative working at Klein Wealth Management, LLC in Saint Johns, FL and has over 18 years of experience in the finance industry. Noah Strunk 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.
Robert Thompson (CRD# 4148516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint Johns, FL and has 1 year of experience in the finance industry.
Brian Winger (CRD# 6039469) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Johns, FL and has over 11 years of experience in the finance industry.
Jeffrey McDermott (CRD# 4731169) is an Investment Advisor Representative working at Create Wealth Financial Planning LLC in Saint Johns, FL and has over 19 years of experience in the finance industry. Jeffrey McDermott 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.