DIRECTORY RECORD
Jay Michael Small
Advisor
Shirley, Massachusetts
Wealth management
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 ↗
Woodbury Financial Services, Inc.
DIRECTORY RECORD
Jeffrey Paul Artherholt
Financial Advisor
Neptune, New Jersey
Wealth management
DIRECTORY RECORD
Jesse Lunin-Pack
Advisor
Cold Spring, New York
Wealth management
DIRECTORY RECORD
Ji Hae Shin
Financial professional
Brooklyn, New York
Financial services
DIRECTORY RECORD
Jimmy Yue Keung Lee
Advisor
New York, New York
Wealth management
DIRECTORY RECORD
John Andrew McLoughlin
Branch Manager
Manhasset, New York
Financial services
DIRECTORY RECORD
John Michael Villella
Advisor
Melville, New York
Wealth management
DIRECTORY RECORD
Jon Hilmar Lax
Financial Advisor
Bridgewater, New Jersey
Wealth management
DIRECTORY RECORD
Jorge Luis Pizarro
Financial Advisor
Manhasset, New York
Wealth management
DIRECTORY RECORD
Joseph E. Barnas
Financial Advisor
New York, New York
Wealth management
DIRECTORY RECORD
Justin William Rice
Financial professional
Trenton, New Jersey
Financial services
DIRECTORY RECORD
Keating James Weinberger
Financial professional
Cape May, New Jersey
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.