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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
Jessica Hoffman (CRD# 6937304) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 5 years of experience in the finance industry.
Kevin Holt (CRD# 4198617) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 23 years of experience in the finance industry. Kevin Holt 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.
David Hubbs (CRD# 6625290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Chester, PA and has over 7 years of experience in the finance industry.
Symour Jacobs (CRD# 1995504) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 32 years of experience in the finance industry. Symour Jacobs 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.
Kevin Janiec (CRD# 6223847) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 10 years of experience in the finance industry. Kevin Janiec 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.
Charles Kedra (CRD# 2264130) is an Investment Advisor Representative working at Lpl Financial LLC in West Chester, PA and has over 31 years of experience in the finance industry.
Gail Kelly-Brown (CRD# 5072096) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Chester, PA and has over 17 years of experience in the finance industry.
Jennifer Kirby (CRD# 1699098) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 20 years of experience in the finance industry.
Jeffrey Kitchen (CRD# 3097906) is an Investment Advisor Representative working at Edward Jones in West Chester, PA and has over 25 years of experience in the finance industry.
Zachary Knable (CRD# 5979330) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in West Chester, PA and has over 12 years of experience in the finance industry.