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Distance Only Eagle, ID
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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
David James (CRD# 1421651) is an Investment Advisor Representative working at Coastal Bridge Advisors in Eagle, ID and has over 38 years of experience in the finance industry.
Kimberly Jaques (CRD# 2199596) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 29 years of experience in the finance industry. Kimberly Jaques 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.
Melissa Jenkins (CRD# 5421608) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 13 years of experience in the finance industry.
Brandon Jones (CRD# 6297434) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 9 years of experience in the finance industry.
Suanne Jones (CRD# 2745862) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 27 years of experience in the finance industry. Suanne Jones 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.
Sharon Kaylor (CRD# 2508459) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Eagle, ID and has over 19 years of experience in the finance industry.
William Keith (CRD# 2218727) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 32 years of experience in the finance industry.
Sage Kendall (CRD# 4974849) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eagle, ID and has over 18 years of experience in the finance industry.
Tyrone Kerby (CRD# 6257878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Eagle, ID and has over 10 years of experience in the finance industry.
Thomas Killingsworth (CRD# 4159684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Eagle, ID and has over 23 years of experience in the finance industry. Thomas Killingsworth 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.