-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeremy Bardin (CRD# 2958581) is an Investment Advisor Representative working at Elevate Capital Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.
John Bargmann (CRD# 2648467) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 28 years of experience in the finance industry.
Amy Barker (CRD# 4646830) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Amy Barker 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.
Jared Barnecut (CRD# 5129271) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 17 years of experience in the finance industry. Jared Barnecut 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 Barnes (CRD# 2612521) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Francisco, CA and has over 25 years of experience in the finance industry.
Janet Barnes (CRD# 2847329) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Francisco, CA and has over 25 years of experience in the finance industry.
Kevin Barnes (CRD# 2178225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 30 years of experience in the finance industry.
Michaela Barnett (CRD# 7042391) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Carolyn Barnette (CRD# 6182525) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 11 years of experience in the finance industry.