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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
Anna Jacobs (CRD# 5007087) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 18 years of experience in the finance industry.
Delbar Jahanian (CRD# 5076025) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 18 years of experience in the finance industry.
Yama Jamili (CRD# 5406574) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 16 years of experience in the finance industry. Yama Jamili 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.
Christina Jenkins (CRD# 3092412) is an Investment Advisor Representative working at Commonwealth Financial Network in Monterey, CA and has over 7 years of experience in the finance industry.
David Jenkins (CRD# 4185098) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 23 years of experience in the finance industry.
Tammy Jones (CRD# 2282038) is an Investment Advisor Representative working at Edward Jones in Monterey, CA and has over 30 years of experience in the finance industry.
Michael Jordan (CRD# 2605063) is an Investment Advisor Representative working at Lincoln Investment in Soquel, CA and has over 29 years of experience in the finance industry.
Dennis Kane (CRD# 2087948) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 33 years of experience in the finance industry.
Jane Kelley (CRD# 1070524) is an Investment Advisor Representative working at Jane C. Kelley in Aptos, CA and has over 31 years of experience in the finance industry. Jane Kelley 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.
Susan Kendall (CRD# 2639271) is an Investment Advisor Representative working at Commonwealth Financial Network in Pacific Grove, CA and has over 28 years of experience in the finance industry. Susan Kendall 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.