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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
Brian Harris (CRD# 4175422) is an Investment Advisor Representative working at Harris Wealth Management in Ventura, CA and has over 23 years of experience in the finance industry.
Ross Hoffman (CRD# 803445) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 40 years of experience in the finance industry. Ross Hoffman 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.
Shannon Irwin (CRD# 2081007) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Ventura, CA and has over 29 years of experience in the finance industry.
John Jacobs (CRD# 4970809) is an Investment Advisor Representative working at Jbb Financial, LLC in Ventura, CA and has 1 year of experience in the finance industry.
John Jacobson (CRD# 2253123) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Ventura, CA and has over 29 years of experience in the finance industry.
Richard Jeffery (CRD# 1041188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ventura, CA and has over 37 years of experience in the finance industry.
Anita Jeffrey (CRD# 4200227) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 21 years of experience in the finance industry.
Matthew Jones (CRD# 4177549) is an Investment Advisor Representative working at Edward Jones in Ventura, CA and has over 23 years of experience in the finance industry.
David Kanongataa (CRD# 5383233) is an Investment Advisor Representative working at Cuso Financial Services in Ventura, CA and has over 16 years of experience in the finance industry.
Scott Kelly (CRD# 2629586) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 26 years of experience in the finance industry.