-
Distance Only Santa Fe, NM
-
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
Jan Holman (CRD# 840648) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 41 years of experience in the finance industry. Jan Holman 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.
Carolyn Ives (CRD# 7014495) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 5 years of experience in the finance industry.
Tyler Jenkins (CRD# 6359038) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 9 years of experience in the finance industry.
Juliana Joern (CRD# 5988690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 11 years of experience in the finance industry.
Gayle Johnson (CRD# 3176509) is an Investment Advisor Representative working at Hightower Advisors, LLC in Santa Fe, NM and has over 25 years of experience in the finance industry.
Katrina Johnson (CRD# 5067555) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 9 years of experience in the finance industry.
David Kantor (CRD# 2714486) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 13 years of experience in the finance industry.
Kathleen Kerr (CRD# 3207583) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Fe, NM and has over 18 years of experience in the finance industry.
James Kimball (CRD# 6490710) is an Investment Advisor Representative working at Market Gauge Asset Management in Santa Fe, NM and has over 10 years of experience in the finance industry.
Elijah King (CRD# 6091882) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 11 years of experience in the finance industry.