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Financial ADVSR advisor directory · SEC adviser records

Edward Jones financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Edward Jones office in Newport Beach, A to Z.

The short answer

5 registered advisors work at Edward Jones in Newport Beach, out of 21,461 at the firm nationwide; it ranks number 61 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Edward Jones advisors in Newport Beach, A to Z

Every Edward Jones advisor →

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 Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38

Questions

How many financial advisors does Edward Jones have in Newport Beach?

5 investment adviser representatives are registered at Edward Jones offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Edward Jones one of the largest advisor employers in Newport Beach?

Edward Jones ranks number 61 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.

How do I check a Edward Jones advisor in Newport Beach?

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.