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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
Jeffrey Bohn (CRD# 5007014) is an Investment Advisor Representative working at Edward Jones in Pleasanton, CA and has over 18 years of experience in the finance industry.
Maria Boisvert (CRD# 1050219) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 34 years of experience in the finance industry.
Richard Bologna (CRD# 5735608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Matthew Bond (CRD# 4587264) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 21 years of experience in the finance industry.
Craig Bonnifield (CRD# 5441271) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 16 years of experience in the finance industry.
Amanda Bonomi (CRD# 5375275) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 16 years of experience in the finance industry. Amanda Bonomi 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.
Denise Book-Hernandez (CRD# 4242008) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Jose, CA and has over 23 years of experience in the finance industry.
Russell Bordonaro (CRD# 2252158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 29 years of experience in the finance industry.
Leilani Borer (CRD# 4087961) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 7 years of experience in the finance industry.
Andrew Bose (CRD# 5324332) is an Investment Advisor Representative working at High Valley Capital in Los Altos, CA and has over 17 years of experience in the finance industry.