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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
Jason Daly (CRD# 5581975) is an Investment Advisor Representative working at Edward Jones in Thornville, OH and has over 15 years of experience in the finance industry.
Michael Kays (CRD# 4278162) is an Investment Advisor Representative working at Lincoln Investment in Thornville, OH and has over 15 years of experience in the finance industry.
Jeffrey Ritter (CRD# 2750600) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thornville, OH and has over 27 years of experience in the finance industry.
Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sunbury, OH and has over 13 years of experience in the finance industry.
David Alspach (CRD# 1912843) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in New Albany, OH and has over 35 years of experience in the finance industry.
Shannon Arias (CRD# 4653636) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Gahanna, OH and has over 16 years of experience in the finance industry.
James Atkinson (CRD# 2837586) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, OH and has over 27 years of experience in the finance industry. James Atkinson 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.
Isaac Aulick (CRD# 6108306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pickerington, OH and has over 7 years of experience in the finance industry.
Jonathan Bailey (CRD# 6637043) is an Investment Advisor Representative working at Rebel Financial, LLC in Groveport, OH and has over 5 years of experience in the finance industry.
Timothy Baker (CRD# 6130547) is an Investment Advisor Representative working at Your Financial Pharmacist in New Albany, OH and has over 10 years of experience in the finance industry. Timothy Baker 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.