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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
Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 40 years of experience in the finance industry. Winfred Jacob 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.
Tahir Jaffri (CRD# 2552066) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 28 years of experience in the finance industry.
Taylor Jaquays (CRD# 6831071) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Williamsville, NY and has over 6 years of experience in the finance industry.
Magdalena Jaworska (CRD# 5925648) is an Investment Advisor Representative working at Arbor Capital Management Corp in Amherst, NY and has 1 year of experience in the finance industry.
Madeline Jay (CRD# 1311315) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Berkeley, CA and has over 34 years of experience in the finance industry.
Robert Jellinick (CRD# 4165442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 23 years of experience in the finance industry.
Brian Jensen (CRD# 1299995) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 39 years of experience in the finance industry. Brian Jensen 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.
Richard Jerome (CRD# 2652200) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 28 years of experience in the finance industry.
Anders Johansson (CRD# 1880522) is an Investment Advisor Representative working at Lpl Financial LLC in North Tonawanda, NY and has over 35 years of experience in the finance industry.
Alexander Jordan (CRD# 6098125) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Buffalo, NY and has over 7 years of experience in the finance industry. Alexander Jordan 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.