Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Jose, A to Z.
The short answer
18 registered advisors work at Osaic Wealth, Inc. in San Jose, out of 7,289 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 18 are also registered broker representatives.
Osaic Wealth, Inc. advisors in San Jose, A to Z
Every Osaic Wealth, Inc. advisor →- Rajvinder S. BudwalAlso a broker rep
- Blair D. HansenAlso a broker rep
- Eric B. HansenCertified Financial Planner · Also a broker rep
- Mark D. HansenAlso a broker rep
- David M. HendersonAlso a broker rep
- Rodger B. HobbsCertified Financial Planner · Also a broker rep
- Sneh P. JollyAlso a broker rep
- Mai N. LeAlso a broker rep
- Tammy S. LeuAlso a broker rep
- Michael B. MulvihillCertified Financial Planner · Also a broker rep
- Gary A. PereiraAlso a broker rep
- John M. PlazaAlso a broker rep
- Antonio F. PosadaAlso a broker rep
- Tammy A. RamsayAlso a broker rep
- Ann M. SheehanAlso a broker rep
- Donald B. TonelliChartered Financial Consultant · Also a broker rep
- Andrea M. TrudeauChartered Financial Consultant · Also a broker rep
- Michael M. YoshiharaAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
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. 20Pfs Investments Inc. 14
Questions
How many financial advisors does Osaic Wealth, Inc. have in San Jose?
18 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 18 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in San Jose?
Osaic Wealth, Inc. ranks number 12 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Osaic Wealth, Inc. 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 Osaic Wealth, Inc. 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.