Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Menlo Park, A to Z.
The short answer
3 registered advisors work at Edward Jones in Menlo Park, out of 21,459 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Menlo Park, A to Z
Every Edward Jones advisor →- Benito B. BarillasAlso a broker rep
- Andrew S. CastroCertified Financial Planner · Also a broker rep
- Linh B. ThaiCertified 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 Menlo Park
All Menlo Park advisors →Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Focus Partners Wealth, LLC 19Corient 15Citizens Securities, Inc. 13J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4
Questions
How many financial advisors does Edward Jones have in Menlo Park?
3 investment adviser representatives are registered at Edward Jones offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Menlo Park?
Edward Jones ranks number 16 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.
How do I check a Edward Jones advisor in Menlo Park?
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.