Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Pleasanton, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Pleasanton, A to Z.
3 registered advisors work at Edward Jones in Pleasanton, out of 21,459 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Pleasanton, A to Z
Every Edward Jones advisor →- Jeffrey R. BohnAlso a broker rep
- Jordan L. BohnAlso a broker rep
- Rachel S. EndoAlso 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 Pleasanton
All Pleasanton advisors →Morgan Stanley 47Transamerica Financial Advisors, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Charles Schwab & Co., Inc. 16MML Investors Services, LLC 15Wells Fargo Clearing Services, LLC 14Mariner 7Mirador Capital Partners 7Ameriprise Financial Services, LLC 6Grant Private Wealth Management 6Kaizen Financial Strategies, LLC 5U.S. Bancorp Advisors, LLC 5
Questions
How many financial advisors does Edward Jones have in Pleasanton?
3 investment adviser representatives are registered at Edward Jones offices in Pleasanton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Pleasanton?
Edward Jones ranks number 16 in Pleasanton by registered advisors; Morgan Stanley has the most, with 47.
How do I check a Edward Jones advisor in Pleasanton?
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.