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Distance Only Short Hills, NJ
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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
Emily Jaffe (CRD# 4462199) is an Investment Advisor Representative working at Ofc Wealth Management in Short Hills, NJ and has over 22 years of experience in the finance industry. Emily Jaffe 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.
Matthew Kaiser (CRD# 2891107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 22 years of experience in the finance industry.
Douglas Keller (CRD# 717259) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 39 years of experience in the finance industry.
Regina Kelly (CRD# 6691721) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 7 years of experience in the finance industry.
Philip Kiernan (CRD# 2512552) is an Investment Advisor Representative working at Highlander Capital Management LLC in Short Hills, NJ and has over 26 years of experience in the finance industry.
Sylvester Knox (CRD# 1625705) is an Investment Advisor Representative working at The Knox Group Wealth Management in Short Hills, NJ and has over 34 years of experience in the finance industry.
Jayme-lee Kyritz (CRD# 5920740) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 8 years of experience in the finance industry.
Anthony Lee (CRD# 1296851) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Short Hills, NJ and has over 38 years of experience in the finance industry.
David Leibowitz (CRD# 3095117) is an Investment Advisor Representative working at Lpl Financial LLC in Short Hills, NJ and has over 21 years of experience in the finance industry.
Gina Lessner (CRD# 4972434) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 14 years of experience in the finance industry.