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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Castle Rock, CO

Every SEC-registered financial advisor at a firm office in Castle Rock who lists the Chartered Financial Analyst designation, A to Z.

3 CFA charterholders work in Castle Rock; the most are at Jackson Creek Investment Advisors LLC (3). 0 are also registered broker representatives.

CFA advisors in Castle Rock, A to Z

Every advisor in Castle Rock →
  • Brian T. HarveyJackson Creek Investment Advisors LLC · Chartered Financial Analyst
  • Mark F. JaegerJackson Creek Investment Advisors LLC · Chartered Financial Analyst
  • John R. RiddleBrand Asset Management Group, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Castle Rock

Jackson Creek Investment Advisors LLC 3Brand Asset Management Group, Inc. 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Castle Rock, CO?

3 SEC-registered investment adviser representatives at firm offices in Castle Rock, Colorado list the CFA designation; Jackson Creek Investment Advisors LLC employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Castle Rock?

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. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.