Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Costa Mesa, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Costa Mesa, A to Z.
The short answer
6 registered advisors work at Edward Jones in Costa Mesa, out of 21,461 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Edward Jones advisors in Costa Mesa, A to Z
Every Edward Jones advisor →- Alicia J. BerniardCertified Financial Planner · Also a broker rep
- Alexis NortonAlso a broker rep
- Leland E. NortonChartered Financial Consultant · Also a broker rep
- Nicklaus C. PetersonAlso a broker rep
- Peter C. PetersonAlso a broker rep
- Theodore SquilantiAlso 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 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42
Other firms in Costa Mesa
All Costa Mesa advisors →Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5Edelman Financial Engines 4
Questions
How many financial advisors does Edward Jones have in Costa Mesa?
6 investment adviser representatives are registered at Edward Jones offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Costa Mesa?
Edward Jones ranks number 7 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.
How do I check a Edward Jones advisor in Costa Mesa?
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.