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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 Jones (CRD# 3108330) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Providence, UT and has over 25 years of experience in the finance industry. Jason Jones 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.
Ted Karren (CRD# 3181359) is an Investment Advisor Representative working at Edward Jones in Smithfield, UT and has over 25 years of experience in the finance industry.
Daniel Kennedy (CRD# 6328947) is an Investment Advisor Representative working at Edward Jones in Brigham City, UT and has over 8 years of experience in the finance industry.
Ken Kennedy (CRD# 1327773) is an Investment Advisor Representative working at Edward Jones in Brigham City, UT and has over 39 years of experience in the finance industry.
Matthew Kennedy (CRD# 7038443) is an Investment Advisor Representative working at Edward Jones in Brigham City, UT and has over 5 years of experience in the finance industry.
Barry Kramer (CRD# 2826921) is an Investment Advisor Representative working at Kramer Asset Management in Perry, UT and has over 27 years of experience in the finance industry.
Douglas Langford (CRD# 5112229) is an Investment Advisor Representative working at Simplicity Wealth in Logan, UT and has over 17 years of experience in the finance industry.
Allen Livingston (CRD# 2358582) is an Investment Advisor Representative working at Allred Jackson Financial Planning, LLC in North Logan, UT and has over 30 years of experience in the finance industry.
Jan Lofthouse (CRD# 2431532) is an Investment Advisor Representative working at D.a. Davidson & Company in Logan, UT and has over 22 years of experience in the finance industry.
David Ludwinski (CRD# 3137554) is an Investment Advisor Representative working at On Investment Management Co in Smithfield, UT and has over 25 years of experience in the finance industry.