Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in San Clemente, CA
Every SEC-registered investment adviser representative at a Edward Jones office in San Clemente, A to Z.
4 registered advisors work at Edward Jones in San Clemente, out of 21,459 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Edward Jones advisors in San Clemente, A to Z
Every Edward Jones advisor →- Derick M. RobertsAlso a broker rep
- Colin P. SmithCertified Financial Planner · Also a broker rep
- Jordan TimmreckAlso a broker rep
- Cory M. WhiteAlso 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 San Clemente
All San Clemente advisors →LPL Financial LLC 17Ignite Planners LLC 13J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5Independent Financial Group, LLC 3Stephenson And Company, Inc. 3
Questions
How many financial advisors does Edward Jones have in San Clemente?
4 investment adviser representatives are registered at Edward Jones offices in San Clemente, 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 San Clemente?
Edward Jones ranks number 5 in San Clemente by registered advisors; LPL Financial LLC has the most, with 17.
How do I check a Edward Jones advisor in San Clemente?
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.