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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
Shelli Cates (CRD# 5970548) is an Investment Advisor Representative working at Edward Jones in Port Hadlock, WA and has over 12 years of experience in the finance industry.
Tyler Johnson (CRD# 6968059) is an Investment Advisor Representative working at Edward Jones in Port Hadlock, WA and has over 5 years of experience in the finance industry.
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway 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.
Daniel Abbott (CRD# 1360876) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 29 years of experience in the finance industry.
Theresa Alcayaga (CRD# 6657665) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 7 years of experience in the finance industry.
Lucinda Alden (CRD# 4347985) is an Investment Advisor Representative working at Illumine Investment Management, LLC in Poulsbo, WA and has over 23 years of experience in the finance industry.
Kelsey Althouse (CRD# 6195172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest Park, WA and has over 9 years of experience in the finance industry.
Stephen Amble (CRD# 4410652) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 20 years of experience in the finance industry.
Emil Anderson (CRD# 5739301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Seattle, WA and has over 14 years of experience in the finance industry.