Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Sebastopol, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Sebastopol, A to Z.
The short answer
7 registered advisors work at Edward Jones in Sebastopol, out of 21,461 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Edward Jones advisors in Sebastopol, A to Z
Every Edward Jones advisor →- Meredeth A. BertaccoCertified Financial Planner · Also a broker rep
- William J. BertaccoAlso a broker rep
- Aleia CoateChartered Financial Consultant · Also a broker rep
- Julie M. DunnAlso a broker rep
- Matthew HillsAlso a broker rep
- Tim R. MooreAlso a broker rep
- Cara C. WidmerAlso a broker rep
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 Sebastopol
All Sebastopol advisors →Willow Creek Wealth Management, Inc. 8Abacus Wealth Partners 6LPL Financial LLC 3
Questions
How many financial advisors does Edward Jones have in Sebastopol?
7 investment adviser representatives are registered at Edward Jones offices in Sebastopol, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Sebastopol?
Edward Jones ranks number 2 in Sebastopol by registered advisors; Willow Creek Wealth Management, Inc. has the most, with 8.
How do I check a Edward Jones advisor in Sebastopol?
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.