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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Jupiter, FL

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

16 CFA charterholders work in Jupiter; the most are at Slatestone Wealth LLC (4). 2 are also registered broker representatives.

CFA advisors in Jupiter, A to Z

Every advisor in Jupiter →

Firms with the most CFA charterholders in Jupiter

Slatestone Wealth LLC 4Mai Capital Management, LLC 2Aft, Forsyth And Company, Inc. 1Allspring Funds Management, LLC 1Captrust 1Core Wealth Management, Inc. 1Corient 1Farther 1Inlet Private Wealth, LLC 1Newedge Advisors 1Tgb Asset Management, LLC 1Vail Valley Asset Management, LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Jupiter, FL?

16 SEC-registered investment adviser representatives at firm offices in Jupiter, Florida list the CFA designation; Slatestone Wealth LLC employs the most of them (4).

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 Jupiter?

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.