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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
Daniel Johnson (CRD# 5819978) is an Investment Advisor Representative working at Windfall Advisors, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.
Richard Jones (CRD# 1985687) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 34 years of experience in the finance industry.
Robert Jones (CRD# 3111524) is an Investment Advisor Representative working at Victus Capital Wealth in Santa Monica, CA and has over 18 years of experience in the finance industry.
Kristopher Kasarjian (CRD# 6203462) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 10 years of experience in the finance industry.
Danilo Kawasaki (CRD# 4494546) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 22 years of experience in the finance industry. Danilo Kawasaki 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.
Daniel Kay (CRD# 2483979) is an Investment Advisor Representative working at Morgan Stanley in Santa Monica, CA and has over 26 years of experience in the finance industry.
Jennifer Kenning (CRD# 5637909) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 14 years of experience in the finance industry.
Brenton Kessel (CRD# 2826946) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Brenton Kessel 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.
Shahab Khavarani (CRD# 2842677) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 27 years of experience in the finance industry.
Christopher Kiely (CRD# 2980829) is an Investment Advisor Representative working at Mutual Advisors, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.