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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
Craig Jefferis (CRD# 5224314) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 17 years of experience in the finance industry.
Martin Jerwers (CRD# 3007130) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Westerville, OH and has over 26 years of experience in the finance industry. Martin Jerwers 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.
Matt Keener (CRD# 5862574) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 12 years of experience in the finance industry.
Erin Kellogg (CRD# 6639506) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 8 years of experience in the finance industry.
Andrew Kerns (CRD# 5617485) is an Investment Advisor Representative working at Accountable Financial Planning LLC in Westerville, OH and has 1 year of experience in the finance industry. Andrew Kerns 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.
Mark Kindberg (CRD# 2111297) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 33 years of experience in the finance industry.
Zachary Kountz (CRD# 6684876) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 7 years of experience in the finance industry. Zachary Kountz 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.
John Kwasnik (CRD# 6081291) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Westerville, OH and has over 10 years of experience in the finance industry.
Jason Lohnes (CRD# 4183978) is an Investment Advisor Representative working at On Investment Management Co in Westerville, OH and has over 24 years of experience in the finance industry.
Nickolas Magora (CRD# 5594139) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Westerville, OH and has over 11 years of experience in the finance industry.