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Financial ADVSR advisor directory · SEC adviser records

Concentrum Wealth Management financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a Concentrum Wealth Management office in San Jose, A to Z.

The short answer

4 registered advisors work at Concentrum Wealth Management in San Jose, out of 4 at the firm nationwide; it ranks number 33 in the city by advisors. 4 list the CFP designation and 1 are also registered broker representatives.

Concentrum Wealth Management advisors in San Jose, A to Z

Every Concentrum Wealth Management advisor →

Concentrum Wealth Management advisors in every city and state →Concentrum Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

How many financial advisors does Concentrum Wealth Management have in San Jose?

4 investment adviser representatives are registered at Concentrum Wealth Management offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.

Is Concentrum Wealth Management one of the largest advisor employers in San Jose?

Concentrum Wealth Management ranks number 33 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Concentrum Wealth Management advisor in San Jose?

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 Concentrum Wealth Management 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.