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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
Randall Johnson (CRD# 6034596) is an Investment Advisor Representative working at Iht Wealth Management LLC in Fort Collins, CO and has over 12 years of experience in the finance industry.
David Jones (CRD# 2357788) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fort Collins, CO and has over 31 years of experience in the finance industry.
David Jones (CRD# 6710729) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry. David 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.
Devin Jones (CRD# 3061814) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 25 years of experience in the finance industry.
Jason Jones (CRD# 5079941) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Collins, CO and has over 18 years of experience in the finance industry.
David Jordan (CRD# 4399288) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.
Jesse Jorgensen (CRD# 4893603) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Collins, CO and has over 18 years of experience in the finance industry.
Brian Joyce (CRD# 4797762) is an Investment Advisor Representative working at Intelligent Investing in Loveland, CO and has over 18 years of experience in the finance industry. Brian Joyce 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.
Tamara Julien (CRD# 4974352) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 18 years of experience in the finance industry. Tamara Julien 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.
Andrew Justice (CRD# 3077074) is an Investment Advisor Representative working at Trajan Wealth, LLC in Loveland, CO and has over 17 years of experience in the finance industry.