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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
Andrew Jaramillo (CRD# 257486) is an Investment Advisor Representative working at Planmember Securities Corporation in Victorville, CA and has over 26 years of experience in the finance industry.
Carolyn Jenkins (CRD# 5906998) is an Investment Advisor Representative working at Primerica Advisors in Crestline, CA and has over 12 years of experience in the finance industry.
Michael Jensen (CRD# 5848722) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 11 years of experience in the finance industry. Michael 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.
Elizabeth Jergensen (CRD# 6909091) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.
Ruth John (CRD# 6124564) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has over 11 years of experience in the finance industry.
Derek Johnson (CRD# 5990060) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 11 years of experience in the finance industry.
Marie Johnson (CRD# 1369801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Bernardino, CA and has over 29 years of experience in the finance industry.
Roxanne Jones (CRD# 2433541) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ontario, CA and has over 30 years of experience in the finance industry.
Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 11 years of experience in the finance industry.
Steven Kanouse (CRD# 3237811) is an Investment Advisor Representative working at Avantax Advisory Services in Riverside, CA and has over 16 years of experience in the finance industry.