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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Florham Park, NJ

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

13 CFA charterholders work in Florham Park; the most are at Jacobs Levy Equity Management (4). 7 are also registered broker representatives.

CFA advisors in Florham Park, A to Z

Every advisor in Florham Park →

Firms with the most CFA charterholders in Florham Park

Jacobs Levy Equity Management 4Rockefeller Financial LLC 3Cresset Asset Management, LLC 1Edward Jones 1Park Avenue Securities LLC 1RBC Capital Markets, LLC 1Rockefeller Capital Management 1UBS Financial Services Inc. 1Washington Crossing Advisors LLC 1

CFA advisors in other New Jersey cities

All of New Jersey →

Princeton 39Morristown 27Jersey City 22Englewood 21Summit 20Red Bank 13Parsippany 11Weehawken 10Paramus 8Short Hills 7Marlton 6Ridgewood 6Fairfield 5Hoboken 5Newark 5Warren 5Westfield 5Cranford 4Holmdel 4Moorestown 4Westwood 4Chester 3Hopewell 3Lawrenceville 3

Questions

How many CFA financial advisors are in Florham Park, NJ?

13 SEC-registered investment adviser representatives at firm offices in Florham Park, New Jersey list the CFA designation; Jacobs Levy Equity Management 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 Florham Park?

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.