Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Los Altos, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Los Altos, A to Z.
The short answer
5 registered advisors work at Edward Jones in Los Altos, out of 21,461 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Edward Jones advisors in Los Altos, A to Z
Every Edward Jones advisor →- Suzy FiskAlso a broker rep
- Davinder P. GuptaAlso a broker rep
- John LeeCertified Financial Planner · Also a broker rep
- Keith M. McGinnisAlso a broker rep
- Katrina F. Yun-NikolacCertified Financial Planner, Chartered Financial Consultant · 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 1,691Maryland 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 Los Altos
All Los Altos advisors →Charles Schwab & Co., Inc. 16Diversifi Capital Inc. 7Mariner 5Ameriprise Financial Services, LLC 4Strategic Advisers LLC 4Gates Pass Advisors, LLC 3J.P. Morgan Securities LLC 3Traveka Wealth, LLC 3
Questions
How many financial advisors does Edward Jones have in Los Altos?
5 investment adviser representatives are registered at Edward Jones offices in Los Altos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Los Altos?
Edward Jones ranks number 3 in Los Altos by registered advisors; Charles Schwab & Co., Inc. has the most, with 16.
How do I check a Edward Jones advisor in Los Altos?
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.