Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Carlsbad, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Carlsbad, A to Z.
The short answer
10 registered advisors work at Edward Jones in Carlsbad, out of 21,459 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 10 are also registered broker representatives.
Edward Jones advisors in Carlsbad, A to Z
Every Edward Jones advisor →- Vincent T. AlessiAlso a broker rep
- Anita BoghoussianAlso a broker rep
- Richard Kelly IIIAlso a broker rep
- Matthew L. LeonardCertified Financial Planner · Also a broker rep
- Lloyd V. ManzanillaCertified Financial Planner · Also a broker rep
- Noah McKemyAlso a broker rep
- Antonio RizzutoAlso a broker rep
- Terence SeymourAlso a broker rep
- Robert J. SmithAlso a broker rep
- Darcy I. WolfeCertified 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 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Carlsbad
All Carlsbad advisors →Morgan Stanley 46LPL Financial LLC 36Axxcess Wealth Management, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Stifel, Nicolaus & Company, Incorporated 17Osaic Wealth, Inc. 16Wells Fargo Clearing Services, LLC 16Charles Schwab & Co., Inc. 12Intelligence Driven Advisers, LLC 12J.P. Morgan Securities LLC 10Ameriprise Financial Services, LLC 9D.A. Davidson & Co. 9
Questions
How many financial advisors does Edward Jones have in Carlsbad?
10 investment adviser representatives are registered at Edward Jones offices in Carlsbad, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Carlsbad?
Edward Jones ranks number 10 in Carlsbad by registered advisors; Morgan Stanley has the most, with 46.
How do I check a Edward Jones advisor in Carlsbad?
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.