Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Lodi, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Lodi, A to Z.
4 registered advisors work at Edward Jones in Lodi, out of 21,459 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Edward Jones advisors in Lodi, A to Z
Every Edward Jones advisor →- Alexander J. GlarosAlso a broker rep
- Jeremy P. LenserAlso a broker rep
- Matthew J. LenserCertified Financial Planner · Also a broker rep
- Markelle H. LukeAlso 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 Lodi
All Lodi advisors →Ameriprise Financial Services, LLC 6LPL Financial LLC 6Cetera Investment Advisers LLC 5Osaic Wealth, Inc. 4Valley Wealth Strategies, LLC 4Raymond James Financial Services Advisors, Inc. 3State Farm Investment Management Corp. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Edward Jones have in Lodi?
4 investment adviser representatives are registered at Edward Jones offices in Lodi, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Lodi?
Edward Jones ranks number 4 in Lodi by registered advisors; Ameriprise Financial Services, LLC has the most, with 6.
How do I check a Edward Jones advisor in Lodi?
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.