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Distance Only Washington, DC
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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
Susan Johnson (CRD# 1597491) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 36 years of experience in the finance industry.
Deborah Jones (CRD# 2204366) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 30 years of experience in the finance industry.
Margaret Jones (CRD# 2983806) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 26 years of experience in the finance industry.
Paul Juergensen (CRD# 870446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 36 years of experience in the finance industry.
Anthony Jung (CRD# 1789452) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 36 years of experience in the finance industry.
Edward Kaganov (CRD# 4970877) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Nir Kaissar (CRD# 4978989) is an Investment Advisor Representative working at Unison in Washington, DC and has over 19 years of experience in the finance industry.
Joseph Kantakevich (CRD# 5624294) is an Investment Advisor Representative working at United Brokerage Services Inc. in Washington, DC and has over 15 years of experience in the finance industry. Joseph Kantakevich 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.
Zachary Karr (CRD# 4513012) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 20 years of experience in the finance industry. Zachary Karr 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.
William Kast (CRD# 3052623) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 25 years of experience in the finance industry.