Jean-marie McIntosh (CRD# 4725190) is an Investment Advisor Representative working at Personal Economic Planning, LLC in Interlaken, CA and has over 16 years of experience in the finance industry.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 2750470
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
CA
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