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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
Peter Jensen (CRD# 6587809) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has over 8 years of experience in the finance industry.
Dianne Jones (CRD# 4642755) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 20 years of experience in the finance industry.
Misty Jones (CRD# 2944063) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 24 years of experience in the finance industry.
Easan Katir (CRD# 1085551) is an Investment Advisor Representative working at Easan Katir Wealth Management in Woodland, CA and has over 24 years of experience in the finance industry.
Amanda Keller (CRD# 4747385) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, CA and has over 19 years of experience in the finance industry.
Emma Kerss (CRD# 6398125) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dixon, CA and has over 9 years of experience in the finance industry. Emma Kerss 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.
Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 25 years of experience in the finance industry. Paula Key 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.
Wyatt Knippen (CRD# 6876807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 6 years of experience in the finance industry.
Amy Knopka (CRD# 6261597) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 9 years of experience in the finance industry.
Aric Koshiyama (CRD# 2727830) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 27 years of experience in the finance industry.