Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Montgomery, AL
Every SEC-registered investment adviser representative at a Edward Jones office in Montgomery, A to Z.
The short answer
3 registered advisors work at Edward Jones in Montgomery, out of 24,205 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Montgomery, A to Z
Every Edward Jones advisor →- Sang Y. ChungCertified Financial Planner · Also a broker rep
- Jerry D. HanshawAlso a broker rep
- Jonathan E. ShoffnerCertified Financial Planner · Also a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 2,022Maryland Heights, MO 184St Louis, MO 127Austin, TX 83Houston, TX 78Raleigh, NC 77Overland Park, KS 69Seattle, WA 69San Antonio, TX 60Tempe, AZ 58Colorado Springs, CO 56Lincoln, NE 52Dallas, TX 48Chesterfield, MO 47Greenville, SC 46
Other firms in Montgomery
All Montgomery advisors →Stifel, Nicolaus & Company, Incorporated 27Morgan Stanley 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Raymond James & Associates, Inc. 11Jackson Thornton Wealth Management, LLC 7Raymond James Financial Services Advisors, Inc. 7Captrust 6Pfs Investments Inc. 6UBS Financial Services Inc. 6Wells Fargo Advisors Financial Network, LLC 6Marble Wealth, LLC 5State Farm Investment Management Corp. 5
Questions
How many financial advisors does Edward Jones have in Montgomery?
3 investment adviser representatives are registered at Edward Jones offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 24,205 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Montgomery?
Edward Jones ranks number 17 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 27.
How do I check a Edward Jones advisor in Montgomery?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edward Jones office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.