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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
Benjamin Bailey (CRD# 7082297) is an Investment Advisor Representative working at Everence Capital Management, Inc. in Goshen, IN and has 1 year of experience in the finance industry.
William Bonning (CRD# 6493865) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 8 years of experience in the finance industry.
Renee Drake (CRD# 5426149) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 16 years of experience in the finance industry.
Ryan Drake (CRD# 6567894) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 8 years of experience in the finance industry.
Paul Gayler (CRD# 5126868) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 17 years of experience in the finance industry.
Katherine Grusy (CRD# 1721724) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 36 years of experience in the finance industry. Katherine Grusy 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.
Alexander Hartsough (CRD# 6918130) is an Investment Advisor Representative working at Equitable Advisors, LLC in Goshen, IN and has over 5 years of experience in the finance industry.
Amanda Hilton (CRD# 5132883) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, IN and has over 17 years of experience in the finance industry.
John Jacobson (CRD# 6960809) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 5 years of experience in the finance industry.
Marshall Kelley (CRD# 4640061) is an Investment Advisor Representative working at Primerica Advisors in Goshen, IN and has over 21 years of experience in the finance industry.