skip navigation

JPR FINANCIAL SERVICES

JOAN ROTHENBERG CFP®

Contact Us

735 State Street Suite 614
Santa Barbara, CA 93101
  • Phone:
    805 564-4284
  • Fax:
    805 899-8666
  • E-mail address: joan@jprfinancialservices.com
  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Pershing Account Link
    • Client Account Link
    • Featured Links
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • Information Request
  • Contact Us

JOAN ROTHENBERG CFP®

Printed from: www.jprfinancialservices.com

Contact Us

735 State Street Suite 614
Santa Barbara, CA 93101
  • Phone:
    805 564-4284
  • Fax:
    805 899-8666
  • E-mail address: joan@jprfinancialservices.com

*JOAN ROTHENBERG is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Nevada, New York. No offers may be made or accepted from any resident outside the specific state(s) referenced.

*Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.
 
JPR Financial Services is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck