Years of Experience
5-20+ Years
NEWPORT, DE
12 Years Experience
0 Disclosures
ADVISOR BIO
Jill Carol MacNamara is a financial professional with over 9 years of experience in the industry. Jill is currently a registered representative at LPL Financial LLC in Newport, DE. Jill is licensed to provide investment advice and products in Delaware. Previously, Jill was with M&T Securities, INC. in Newport, DE.
SPECIALIZATIONS
WILMINGTON, DE
32 Years Experience
0 Disclosures
ADVISOR BIO
Jill Angstadt-truesdell is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been in the securities industry since May 3, 1993 and is registered with 41 states and 2 jurisdictions as a broker. Jill holds the Series 63, Series 65, and Series 7 licenses and the SIE Exam. Jill has been with Merrill Lynch since February 1993.
SPECIALIZATIONS
DOVER, DE
4 Years Experience
0 Disclosures
ADVISOR BIO
Jim Brady is a financial advisor with Edward Jones. Jim has been in the financial services industry since June 2020. Jim is licensed to provide investment advice in Delaware and Texas.
SPECIALIZATIONS
Newark, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
J. kelley Priestley is an active Registered Representative with J.p. Morgan Securities LLC and has been in the industry since February 3, 2022. J. kelley Priestley is located at 4041 Ogletown Stanton Rd in Newark, DE. J. kelley Priestley holds the Series 99TO and SIE exams. The firm is an active registered broker-dealer with FINRA and has a broad scope of advisory practice, including investment advisory, financial planning and portfolio management services for both individuals and businesses.
SPECIALIZATIONS
Newark, DE
17 Years Experience
0 Disclosures
ADVISOR BIO
Jo A Alexander is an active investment advisor representative with J.p. Morgan Securities LLC. Jo has been in the financial industry since February 16, 2008, and has a broad range of experience in the securities industry. Jo is registered with FINRA as well as the state of Delaware, and has passed the Series 63, Series 65, Series 24, Series 99TO, SIE, and Series 7 exams. Jo has previously worked with J.P. MORGAN SECURITIES INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Jo has a strong understanding of investment strategies and is committed to providing personalized financial advice to clients.
SPECIALIZATIONS
Wilmington, DE
0 Disclosures
ADVISOR BIO
Joan Sharp is a financial professional with over 20 years of experience in the industry. Joan holds the Series 6, 63 and 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Joan's experience includes working for a variety of financial institutions, including Mid Atlantic Capital Corporation, Wilmington Brokerage Services Company and Glenayr Family Advisors LLC. Joan is currently affiliated with River Family Advisors LLC and has been working with them since 2018. Joan provides financial planning and consulting services for individuals, families, and businesses. Joan has also served as an unpaid member of a family office committee. Joan's experience and expertise make her a valuable asset to her clients and River Family Advisors LLC.
SPECIALIZATIONS
NEWARK, DE
10 Years Experience
4 Disclosures
ADVISOR BIO
Joann Emmanuel is a registered representative with PFS Investments Inc., a financial services firm based in Duluth, Georgia. Joann holds the Series 6, Series 63, and SIE licenses. Joann has been in the securities industry since June 2015. Joann has a current registration in Delaware, Florida, New Jersey, North Carolina, and Pennsylvania. PFS Investments Inc. offers a range of financial services to individuals and businesses, including portfolio management.
SPECIALIZATIONS
DOVER, DE
20 Years Experience
0 Disclosures
ADVISOR BIO
Joanna Lee Daneman is a financial advisor at Edward Jones. Joanna has been in the industry since February 2005. Joanna is registered with the state of Delaware and Texas. Joanna also holds the Series 7, Series 63, Series 66, and SIE licenses.
SPECIALIZATIONS
WILMINGTON, DE
10 Years Experience
0 Disclosures
ADVISOR BIO
Jodi Kay Gibson is a registered representative and investment advisor representative with over 9 years of experience in the financial services industry. Jodi is currently associated with Great Valley Advisor Group, Inc. in Wilmington, DE. Prior to that, Jodi was employed with Cetera Advisor Networks LLC in El Segundo, CA. and Voya Financial Advisors, Inc. in Amery, WI.
SPECIALIZATIONS
Newark, DE
24 Years Experience
0 Disclosures
ADVISOR BIO
Jodi E. Difilippo is a financial advisor with J.p. Morgan Securities LLC, based in Newark, Delaware. Jodi has been in the financial industry since 2001 and has a diverse background in investment advising. Jodi is licensed to provide financial services in all 50 states and holds several industry certifications. Jodi provides a wide range of financial services to individuals, businesses, and institutions.
SPECIALIZATIONS
