Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Summit, NJ
Every SEC-registered financial advisor at a firm office in Summit who lists the Chartered Financial Analyst designation, A to Z.
The short answer
18 CFA charterholders work in Summit; the most are at J.P. Morgan Securities LLC (3). 4 are also registered broker representatives.
CFA advisors in Summit, A to Z
Every advisor in Summit →- James W. BassettWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Howard ChinSeabridge Investment Advisors LLC · Chartered Financial Analyst
- Charles J. D'AngeloWestmount Capital Group LLC · Chartered Financial Analyst
- Marc L. DavisCary Street Partners Asset Management · Chartered Financial Analyst
- Katherine L. FeeneySummit Place Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Lisa C. GalloTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
- Michael GarveyJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Yiorgos GeorgesonAlphacore Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- William R. HoffmanJ.P. Morgan Securities LLC · Chartered Financial Analyst
- A M. LipperLipper Advisory Services Inc. · Chartered Financial Analyst
- Elizabeth K. MillerSummit Place Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Hylton H. Phillips-PageLipper Advisory Services Inc. · Chartered Financial Analyst
- Steven E. RokeachElliot Investment Management, LLC · Chartered Financial Analyst
- Thomas J. RozmanSimplicity Wealth · Chartered Financial Analyst
- Jonathan A. StrelecJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Matthew T. WernerRsw Investments · Chartered Financial Analyst
- Andrew A. WesthuisOppenheimer & Co. Inc. · Certified Financial Planner, Chartered Financial Analyst
- Richard C. Wolffe Jr.Tsp Capital Management Group, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Summit
J.P. Morgan Securities LLC 3Lipper Advisory Services Inc. 2Summit Place Financial Advisors, LLC 2Alphacore Capital LLC 1Cary Street Partners Asset Management 1Elliot Investment Management, LLC 1Oppenheimer & Co. Inc. 1Rsw Investments 1Seabridge Investment Advisors LLC 1Simplicity Wealth 1Tiaa-Cref Individual & Institutional Services, LLC 1Tsp Capital Management Group, LLC 1Wealth Enhancement Advisory Services, LLC 1Westmount Capital Group LLC 1
CFA advisors in other New Jersey cities
All of New Jersey →Princeton 39Morristown 27Jersey City 22Englewood 21Florham Park 13Red 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 Summit, NJ?
18 SEC-registered investment adviser representatives at firm offices in Summit, New Jersey list the CFA designation; J.P. Morgan Securities 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 Summit?
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.