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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
Jenny Ju (CRD# 5614551) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 15 years of experience in the finance industry.
Vikram Kohli (CRD# 4620124) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clara, CA and has over 21 years of experience in the finance industry.
Francesko Kristovich (CRD# 5107399) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 17 years of experience in the finance industry.
Joshua Kuo (CRD# 4715193) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 20 years of experience in the finance industry.
Trung Lam (CRD# 6045243) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 11 years of experience in the finance industry. Trung Lam 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.
Albert Law (CRD# 2623716) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 28 years of experience in the finance industry.
Ho Lee (CRD# 6711825) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 7 years of experience in the finance industry.
Regina Legates (CRD# 3007598) is an Investment Advisor Representative working at Figtree Financial Advisors, LLC in Santa Clara, CA and has over 26 years of experience in the finance industry.
John Lewis (CRD# 5994320) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 12 years of experience in the finance industry.
Marit Macdonald (CRD# 2539880) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clara, CA and has over 29 years of experience in the finance industry. Marit Macdonald 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.