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Qualifications of Financial Advisor in Grass Valley

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Financial Advisors in Grass Valley, California
Financial Advisor Office Location Phone Number
Jennifer Staben,
Financial Engines Advisors, LLC
1112 Galleria Boulevard Suite 160,
Roseville, CA  95678
(916) 780-5353
Jim Dillon,
Dillon Financial Services
9700 Business Park Drive,
Sacramento, CA  95827
(916) 380-3164
Jennifer Staben,
Financial Engines Advisors, LLC
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
(916) 780-5353

Information on Qualified Financial Advisors in Grass Valley

Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1112 Galleria Boulevard Suite 160,
Roseville,
CA 
95678
Phone Number (916) 7805353

Joined Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5161877
FirmCRD# 7717
Series 6, 7, 26, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 9700 Business Park Drive,
Suite 204,
Sacramento,
CA 
95827
Phone Number (916) 3803164

Jim Dillon has been in private practice in the financial services industry since 2007. A CFP® and Chartered Financial Consultant®. Jim assists clients with both their business and their personal investment and insurance related needs.

About Dillon Financial Services

Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial Services, has been in business as an independent financial advisor since 2007. Jim offers his clients comprehensive financial planning services, retirement planning, and investment portfolio management. Jim also works with business entities that sponsor qualified company retirement plans. Many times these types of clients are unaware of the excessive costs their plans are paying and the liability the sponsors are personally exposed to. Jim Dillon is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated. Registrations Include: Series 6, Series 7, Series 63, Series 65. California Insurance License: 0F21878 Licensed to sell securities in CA Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website, you are leaving our site and assume total responsibility for your use at these sites.



Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA 
95758
Phone Number (916) 7805353

Joined Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Grass Valley, California
Ostrofe Financial Consultants, Inc. Grass Valley, CA

Select other cities around Grass Valley, California to broaden your search for a financial advisor