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Financial ADVSR advisor directory · SEC adviser records

Pfs Investments Inc. financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a Pfs Investments Inc. office in San Jose, A to Z.

The short answer

14 registered advisors work at Pfs Investments Inc. in San Jose, out of 3,650 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

Pfs Investments Inc. advisors in San Jose, A to Z

Every Pfs Investments Inc. advisor →

Pfs Investments Inc. advisors in every city and state →Pfs Investments Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pfs Investments Inc. advisors in other cities

Houston, TX 80Duluth, GA 63Cincinnati, OH 58San Antonio, TX 33Worthington, OH 33Burbank, CA 28Tampa, FL 28Farmingdale, NY 27Hiawatha, IA 26Riverside, CA 25Findlay, OH 24Jacksonville, FL 24Overland Park, KS 24Madison, WI 23Smyrna, GA 23

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 Pfs Investments Inc. have in San Jose?

14 investment adviser representatives are registered at Pfs Investments Inc. offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3,650 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

Is Pfs Investments Inc. one of the largest advisor employers in San Jose?

Pfs Investments Inc. ranks number 13 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Pfs Investments 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 Pfs Investments 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.