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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
Marc Johnson (CRD# 1438074) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 38 years of experience in the finance industry.
Daniel Jones (CRD# 5103145) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 17 years of experience in the finance industry. Daniel Jones 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.
Douglas Jones (CRD# 2071298) is an Investment Advisor Representative working at Wells Fargo Advisors in Rochester, NY and has over 16 years of experience in the finance industry.
Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry. Mark Jones 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.
Nathaniel Jones (CRD# 5325245) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 17 years of experience in the finance industry.
Taylor Jordan (CRD# 6432782) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 8 years of experience in the finance industry.
Ryan Joslyn (CRD# 6666078) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 6 years of experience in the finance industry.
Brannigan Judge (CRD# 5366429) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Pittsford, NY and has over 16 years of experience in the finance industry.
Craig Julien (CRD# 7002648) is an Investment Advisor Representative working at Armbruster Capital Management, Inc. in Pittsford, NY and has over 5 years of experience in the finance industry.
William Kablack (CRD# 5987435) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 12 years of experience in the finance industry.