Distance Only Jasper, TX
- 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
James Jeansonne (CRD# 4044496) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Jasper, TX and has over 23 years of experience in the finance industry. James Jeansonne 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.
Stephanie Acosta (CRD# 6983351) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jasper, TX and has over 2 years of experience in the finance industry.