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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
Terra Jahns (CRD# 2387514) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Lisa James (CRD# 1431340) is an Investment Advisor Representative working at Ingalls & Snyder LLC in San Rafael, CA and has over 37 years of experience in the finance industry.
Jason Jeskey (CRD# 5927634) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 12 years of experience in the finance industry.
Michael Johnson (CRD# 4342673) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Diana Johnson-Bauer (CRD# 4556795) is an Investment Advisor Representative working at Lincoln Investment in San Rafael, CA and has over 23 years of experience in the finance industry. Diana Johnson-Bauer 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.
Patrick Jordan (CRD# 2596005) is an Investment Advisor Representative working at Global Retirement Partners LLC in Edgewood, KY and has over 29 years of experience in the finance industry.
Gerald Kalish (CRD# 2737447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Charles Kennedy (CRD# 2648104) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 31 years of experience in the finance industry. Stephen Kepler 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.
Monib Khademi (CRD# 2258059) is an Investment Advisor Representative working at Cypress Praxis, LLC in San Rafael, CA and has over 12 years of experience in the finance industry.