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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
Eric Schuler (CRD# 6984576) is an Investment Advisor Representative working at Schuler Capital Management LLC in Sonoma, CA and has over 6 years of experience in the finance industry.
Jordan Sergent (CRD# 7057452) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 5 years of experience in the finance industry.
Ryan Shortridge (CRD# 4982603) is an Investment Advisor Representative working at Aps Investment Management Group in Jackson, CA and has over 18 years of experience in the finance industry.
Todd Simonson (CRD# 2126011) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 33 years of experience in the finance industry.
Donna Stevenson (CRD# 2856535) is an Investment Advisor Representative working at Lpl Financial LLC in Copperopolis, CA and has over 27 years of experience in the finance industry.
Joshua Suess (CRD# 4286544) is an Investment Advisor Representative working at Lpl Financial LLC in Sonora, CA and has over 23 years of experience in the finance industry.
Thomas Tobias (CRD# 5513921) is an Investment Advisor Representative working at Money Compass Advisors in Sonoma, CA and has over 16 years of experience in the finance industry.
Jerold Tweddell (CRD# 451010) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 40 years of experience in the finance industry.
Martin Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry. Martin Weil 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.
James Zaiter (CRD# 6296413) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 9 years of experience in the finance industry.