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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
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...
Donald Shelton (CRD# 5675852) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
Keith Simons (CRD# 2390073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 30 years of experience in the finance industry.
Mark Sloss (CRD# 2498529) is an Investment Advisor Representative working at Wilde Capital Management, LLC in Summit, NJ and has over 29 years of experience in the finance industry.
Kevin Smallwood (CRD# 4712150) is an Investment Advisor Representative working at Smallwood Financial Group LLC in Summit, NJ and has over 20 years of experience in the finance industry.
Andrew Stevenson (CRD# 4584598) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Summit, NJ and has over 17 years of experience in the finance industry.
David Trinkoff (CRD# 3028558) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 25 years of experience in the finance industry.
Christopher Trompeter (CRD# 2591353) is an Investment Advisor Representative working at Cary Street Partners in Summit, NJ and has over 29 years of experience in the finance industry.
Alan Tyson (CRD# 1175662) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 40 years of experience in the finance industry.
Charles Vail (CRD# 4992449) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 11 years of experience in the finance industry.
August Velten (CRD# 821458) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 11 years of experience in the finance industry.