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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenfield, CA

Every SEC-registered investment adviser representative at a firm office in Greenfield, with the firms that employ the most of them.

2 registered advisors work in Greenfield; the most are at J.P. Morgan Securities LLC (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Greenfield

FirmAdvisors in Greenfield
J.P. Morgan Securities LLC news2

Advisors in Greenfield, A to Z

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Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Greenfield, CA?

2 investment adviser representatives are registered at firm offices in Greenfield, California, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenfield?

J.P. Morgan Securities LLC, with 2 registered advisors in Greenfield.

How do I check a financial advisor in Greenfield?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.