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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...
Nicole Goberman (CRD# 7325839) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 2 years of experience in the finance industry.
Christopher Gula (CRD# 7414788) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has 1 year of experience in the finance industry.
James Haire (CRD# 4953517) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has over 18 years of experience in the finance industry.
Ryan Haslett (CRD# 5940771) 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.
Ted Henley (CRD# 7735615) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.
William Huntley (CRD# 7584276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summit, NJ and has 1 year of experience in the finance industry.
Derrick Johnson (CRD# 7711020) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.
Ann Kaplan (CRD# 848297) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has 1 year of experience in the finance industry.
Patrick Kilcooley (CRD# 2653615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 27 years of experience in the finance industry.
Robert Kolyer (CRD# 7437547) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 2 years of experience in the finance industry.