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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
Sean Hillis (CRD# 5983107) is an Investment Advisor Representative working at Key Investment Services LLC in Hillsboro, OR and has over 12 years of experience in the finance industry.
Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 9 years of experience in the finance industry.
Kyle Hoelzle (CRD# 6501467) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 8 years of experience in the finance industry.
Michael Holman (CRD# 6063831) is an Investment Advisor Representative working at Fairway America Investment Advisors, LLC in Portland, OR and has over 11 years of experience in the finance industry.
Matthew Horne (CRD# 3254538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sherwood, OR and has over 24 years of experience in the finance industry. Matthew Horne 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.
Trevor Hoskinson (CRD# 5222929) is an Investment Advisor Representative working at Edward Jones in Newberg, OR and has over 17 years of experience in the finance industry.
Jonathan Isaac (CRD# 5964037) is an Investment Advisor Representative working at Quilt Investment Management, LLC in Portland, OR and has over 12 years of experience in the finance industry. Jonathan Isaac 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.
Hailey Iverson (CRD# 6461403) is an Investment Advisor Representative working at Edward Jones in Scappoose, OR and has over 5 years of experience in the finance industry.
Werner James (CRD# 4707147) is an Investment Advisor Representative working at Edward Jones in Hillsboro, OR and has over 20 years of experience in the finance industry.
Andrew Jamison (CRD# 3254336) is an Investment Advisor Representative working at Main Avenue Financial Services, LLC in Beaverton, OR and has over 24 years of experience in the finance industry. Andrew Jamison 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.