Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Seal Beach, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Seal Beach, A to Z.
The short answer
7 registered advisors work at Edward Jones in Seal Beach, out of 21,461 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Edward Jones advisors in Seal Beach, A to Z
Every Edward Jones advisor →- Stephanie J. BartelsAlso a broker rep
- David J. Bassett-ParkinsAlso a broker rep
- Felicia Y. GonzalezAlso a broker rep
- J A. MattinglyAlso a broker rep
- Meghan J. McNealyAlso a broker rep
- Rachael Y. O'LearyCertified Financial Planner · Also a broker rep
- Sean A. PayneCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
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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 Seal Beach
All Seal Beach advisors →Wells Fargo Clearing Services, LLC 45Strategic Advisers LLC 18UBS Financial Services Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 12Charles Schwab & Co., Inc. 8RBC Capital Markets, LLC 5My Portfolio Guide, LLC 3Newedge Advisors 3
Questions
How many financial advisors does Edward Jones have in Seal Beach?
7 investment adviser representatives are registered at Edward Jones offices in Seal Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Seal Beach?
Edward Jones ranks number 7 in Seal Beach by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.
How do I check a Edward Jones advisor in Seal Beach?
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.