-
Distance Only Sandy Springs, GA
-
COMPENSATION Either
-
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
Jason Blackwell (CRD# 5157474) is an Investment Advisor Representative working at The Colony Group, LLC in Sandy Springs, GA and has over 17 years of experience in the finance industry. Jason Blackwell 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.
Phillip Cohn (CRD# 5535272) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sandy Springs, GA and has over 15 years of experience in the finance industry.
Moosah Dowlatabadi (CRD# 6628783) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 7 years of experience in the finance industry.
John Ehrhardt-Patty (CRD# 7385424) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has 1 year of experience in the finance industry.
Armana Milbry (CRD# 5484779) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sandy Springs, GA and has over 9 years of experience in the finance industry.
James Mounier (CRD# 7276274) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 3 years of experience in the finance industry.
Steven Paige (CRD# 5788821) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sandy Springs, GA and has over 13 years of experience in the finance industry.
Joseph Ryan (CRD# 6727031) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 7 years of experience in the finance industry.