DIRECTORY RECORD
Jacqueline Lee Lane
Financial professional
Clifton Park, New York
Financial services
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
American Portfolios Financial Services, Inc.
DIRECTORY RECORD
Jacqueline Santana
Financial professional
Hauppauge, New York
Financial services
DIRECTORY RECORD
Jake Edward Owens
Financial professional
Holbrook, New York
Financial services
DIRECTORY RECORD
James Arthur Bristow
Director
Bala Cynwyd, Pennsylvania
Financial services
DIRECTORY RECORD
James B. Costello
Financial professional
Manasquan, New Jersey
Financial services
DIRECTORY RECORD
James Charles Leo
Advisor
Staten Island, New York
Wealth management
DIRECTORY RECORD
James Edward McElhinny
Financial professional
Lancaster, New York
Financial services
DIRECTORY RECORD
James Francis McPartlan
Investment Manager
Mohegan Lake, New York
Wealth management
DIRECTORY RECORD
James George Wasenius
Financial professional
Hauppauge, New York
Financial services
DIRECTORY RECORD
James Gerard Kaufmann
Investment Advisor
Holbrook, New York
Wealth management
DIRECTORY RECORD
James Jay Hannigan
Financial professional
Hauppauge, New York
Financial services
DIRECTORY RECORD
James Michael Trimboli
Financial professional
Rochester, New York
Financial services
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.