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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
Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 15 years of experience in the finance industry.
Ryan Barrett (CRD# 3244197) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 24 years of experience in the finance industry. Ryan Barrett 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.
Paul Barry (CRD# 5915858) is an Investment Advisor Representative working at Stark Wealth Management LLC in Bethlehem, PA and has over 12 years of experience in the finance industry.
Thomas Bartholomew (CRD# 1792447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macungie, PA and has over 36 years of experience in the finance industry.
James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 27 years of experience in the finance industry.
Whitney Bates (CRD# 6378178) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.
Jonathan Bath (CRD# 5781630) is an Investment Advisor Representative working at Brokers Financial in Easton, PA and has over 13 years of experience in the finance industry.
Jennifer Bauder (CRD# 2796906) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.
Gregory Bauer (CRD# 2364331) is an Investment Advisor Representative working at Prudential Financial Planning Services in Birdsboro, PA and has over 30 years of experience in the finance industry.
Christopher Baumer (CRD# 6587296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 8 years of experience in the finance industry.