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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
Tamara Blue (CRD# 3068917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 25 years of experience in the finance industry.
Anand Bokde (CRD# 6194161) is an Investment Advisor Representative working at Edward Jones in Pacific Grove, CA and has over 10 years of experience in the finance industry.
Javier Bolante (CRD# 5516429) is an Investment Advisor Representative working at Edward Jones in Carmel, CA and has over 15 years of experience in the finance industry.
Jacques Bolivar (CRD# 3194007) is an Investment Advisor Representative working at Lpl Financial LLC in Pacific Grove, CA and has over 25 years of experience in the finance industry. Jacques Bolivar 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.
Rick Boynton (CRD# 2347252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.
Thomas Brady (CRD# 1019077) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Cruz, CA and has over 41 years of experience in the finance industry.
Jason Braley (CRD# 4898564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Capitola, CA and has over 17 years of experience in the finance industry. Jason Braley 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.
Aaron Brandt (CRD# 5716231) is an Investment Advisor Representative working at Edward Jones in Felton, CA and has over 14 years of experience in the finance industry.
Timothy Brereton (CRD# 2182706) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel, CA and has over 32 years of experience in the finance industry. Timothy Brereton 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.