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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
Matthew Behrendt (CRD# 6066980) is an Investment Advisor Representative working at Edward Jones in Santee, CA and has over 8 years of experience in the finance industry.
Garret Campbell (CRD# 6626801) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santee, CA and has over 7 years of experience in the finance industry.
Eithar Gaggi (CRD# 6045464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santee, CA and has over 11 years of experience in the finance industry.
Michael Heidtbrink (CRD# 2076729) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santee, CA and has over 33 years of experience in the finance industry.
Janet Kohrmann (CRD# 3144550) is an Investment Advisor Representative working at Farther in Santee, CA and has over 24 years of experience in the finance industry. Janet Kohrmann 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.
John Loehr (CRD# 6915934) is an Investment Advisor Representative working at Edward Jones in Santee, CA and has over 5 years of experience in the finance industry.
Stephanie Poche (CRD# 5046799) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Santee, CA and has over 16 years of experience in the finance industry.
Michael Tarpy (CRD# 4733070) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santee, CA and has over 20 years of experience in the finance industry.
Patricia Uhart (CRD# 1084036) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santee, CA and has over 17 years of experience in the finance industry.
James Cassady (CRD# 6170011) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santee, CA and has over 11 years of experience in the finance industry.