Distance Metro area (25 miles)
- 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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
Robert Waldele (CRD# 703591) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stirling, NJ and has over 36 years of experience in the finance industry.
Pedro Coello (CRD# 6836744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stirling, NJ and has 1 year of experience in the finance industry.
John Bartlett (CRD# 5973991) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has 6 years of experience in the finance industry. John Bartlett 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 putclients' interests first and comply with the Financial Planning Practice Standards.