Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Edward Jones office in San Francisco, A to Z.
The short answer
8 registered advisors work at Edward Jones in San Francisco, out of 21,459 at the firm nationwide; it ranks number 62 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Edward Jones advisors in San Francisco, A to Z
Every Edward Jones advisor →- Robert B. CooperAlso a broker rep
- Patrick S. CrossCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Harrison R. HsiehAlso a broker rep
- Sandie LiAlso a broker rep
- Damon LiangAlso a broker rep
- James R. RosenauAlso a broker rep
- Nicholas ThompsonAlso a broker rep
- Meagan M. WakefieldAlso 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 Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Edward Jones have in San Francisco?
8 investment adviser representatives are registered at Edward Jones offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in San Francisco?
Edward Jones ranks number 62 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Edward Jones advisor in San Francisco?
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.