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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
Anthony Jones (CRD# 4991663) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 18 years of experience in the finance industry.
Audrey Jones (CRD# 2445467) is an Investment Advisor Representative working at Financial Life Designs LLC in Lake Mary, FL and has over 21 years of experience in the finance industry. Audrey 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.
Carleton Jones (CRD# 1344102) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 39 years of experience in the finance industry.
Edwin Jones (CRD# 2102554) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Orange, FL and has over 11 years of experience in the finance industry.
Seth Jones (CRD# 4457444) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Heathrow, FL and has over 22 years of experience in the finance industry.
Erik Jorgensen (CRD# 6389410) is an Investment Advisor Representative working at Edward Jones in Oviedo, FL and has over 9 years of experience in the finance industry.
Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 19 years of experience in the finance industry.
Gary Kaltbaum (CRD# 1082074) is an Investment Advisor Representative working at Kaltbaum Capital Management in Heathrow, FL and has over 40 years of experience in the finance industry.
Bruce Kavenagh (CRD# 2351298) is an Investment Advisor Representative working at Edward Jones in Oviedo, FL and has over 31 years of experience in the finance industry.
William Kearney (CRD# 2495855) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 29 years of experience in the finance industry.