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Financial ADVSR advisor directory · SEC adviser records

Edward Jones financial advisors in San Luis Obispo, CA

Every SEC-registered investment adviser representative at a Edward Jones office in San Luis Obispo, A to Z.

The short answer

4 registered advisors work at Edward Jones in San Luis Obispo, out of 21,461 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Edward Jones advisors in San Luis Obispo, A to Z

Every Edward Jones advisor →

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 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42

Other firms in San Luis Obispo

All San Luis Obispo advisors →

LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Morgan Stanley 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Edward Jones have in San Luis Obispo?

4 investment adviser representatives are registered at Edward Jones offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Edward Jones one of the largest advisor employers in San Luis Obispo?

Edward Jones ranks number 11 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a Edward Jones advisor in San Luis Obispo?

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.