Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Santa Rosa, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Santa Rosa, A to Z.
The short answer
27 registered advisors work at Edward Jones in Santa Rosa, out of 21,459 at the firm nationwide; it ranks number 4 in the city by advisors. 8 list the CFP designation and 27 are also registered broker representatives.
Edward Jones advisors in Santa Rosa, A to Z
Every Edward Jones advisor →- Carson P. AmiralCertified Financial Planner · Also a broker rep
- Fadi AzhariAlso a broker rep
- Jason S. BlackAlso a broker rep
- Richard O. ButlerAlso a broker rep
- Timothy A. CarrollAlso a broker rep
- Jane K. CostelloAlso a broker rep
- Matthew CrooksAlso a broker rep
- Jeffrey A. CrouchAlso a broker rep
- Robert V. DuffieldAlso a broker rep
- Mark P. DunnCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Norman W. EisleyCertified Financial Planner · Also a broker rep
- Holly M. GarretsonCertified Financial Planner · Also a broker rep
- William V. GlascockCertified Financial Planner · Also a broker rep
- Timothy A. HansonAlso a broker rep
- Jessica A. KozlowskiAlso a broker rep
- Matthew G. LightnerCertified Financial Planner · Also a broker rep
- Stefan J. MatwijiwAlso a broker rep
- Kelly MillsAlso a broker rep
- Kim I. MurphyAlso a broker rep
- Andrew NewsomAlso a broker rep
- Taylor J. NovakAlso a broker rep
- Jonathan A. PolkinghornAlso a broker rep
- Sidney F. RicoAlso a broker rep
- Miranda J. SandvigAlso a broker rep
- Christopher SeversonCertified Financial Planner · Also a broker rep
- Christopher J. SouthAlso a broker rep
- Matthew WallsCertified Financial Planner · Also a broker rep
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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 Santa Rosa
All Santa Rosa advisors →Morgan Stanley 50LPL Financial LLC 36Wells Fargo Clearing Services, LLC 36Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Charles Schwab & Co., Inc. 13Eagle Strategies LLC 9Stifel, Nicolaus & Company, Incorporated 7Focus Partners Wealth, LLC 4Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Commonwealth Financial Network 3J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Edward Jones have in Santa Rosa?
27 investment adviser representatives are registered at Edward Jones offices in Santa Rosa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 8 list the CFP designation and 27 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Santa Rosa?
Edward Jones ranks number 4 in Santa Rosa by registered advisors; Morgan Stanley has the most, with 50.
How do I check a Edward Jones advisor in Santa Rosa?
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.