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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
Charles Meeder (CRD# 4604898) is an Investment Advisor Representative working at Sound Asset Management, Inc. in Yorkville, IL and has 1 year of experience in the finance industry. Charles Meeder 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.
Brian Michel (CRD# 5039493) is an Investment Advisor Representative working at Edward Jones in Sugar Grove, IL and has over 18 years of experience in the finance industry.
Jessica Morris (CRD# 6925442) is an Investment Advisor Representative working at Edward Jones in Rochelle, IL and has over 5 years of experience in the finance industry.
Daniel Murphy (CRD# 5658691) is an Investment Advisor Representative working at Edward Jones in Elburn, IL and has over 14 years of experience in the finance industry.
Matthew Myre (CRD# 859996) is an Investment Advisor Representative working at Edward Jones in Sycamore, IL and has over 36 years of experience in the finance industry.
Scott Newport (CRD# 2790032) is an Investment Advisor Representative working at Newport Investment Advisors, Inc. in Sycamore, IL and has over 27 years of experience in the finance industry.
Clint O'brien (CRD# 4312084) is an Investment Advisor Representative working at Edward Jones in Mendota, IL and has over 15 years of experience in the finance industry.
Lucas O'brien (CRD# 3096381) is an Investment Advisor Representative working at Edward Jones in Mendota, IL and has over 17 years of experience in the finance industry. Lucas O'brien 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.
Neal O'brien (CRD# 1424891) is an Investment Advisor Representative working at Edward Jones in Mendota, IL and has over 38 years of experience in the finance industry.
Troy Oates (CRD# 6061425) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sycamore, IL and has over 11 years of experience in the finance industry.