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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bend, OR

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

7 CFA charterholders work in Bend; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFA advisors in Bend, A to Z

Every advisor in Bend →
  • Jerrold A. GrecuFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Cindy C. HayesRaymond James Financial Services Advisors, Inc. · Chartered Financial Analyst
  • Shannon C. JonesJgp Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Heather A. LewisEdward Jones · Chartered Financial Analyst
  • Damon A. MartyNewedge Advisors · Chartered Financial Analyst
  • Jerry T. PetersSmithbrook, LLC · Chartered Financial Analyst
  • Michael C. StalkerMcS Family Wealth Advisors · Chartered Financial Analyst

Firms with the most CFA charterholders in Bend

Edward Jones 1Focus Partners Wealth, LLC 1Jgp Wealth Management, LLC 1McS Family Wealth Advisors 1Newedge Advisors 1Raymond James Financial Services Advisors, Inc. 1Smithbrook, LLC 1Waverly Advisors, LLC 1

CFA advisors in other Oregon cities

All of Oregon →

Portland 59Lake Oswego 18Eugene 5Oregon City 3West Linn 3

Questions

How many CFA financial advisors are in Bend, OR?

7 SEC-registered investment adviser representatives at firm offices in Bend, Oregon list the CFA designation; Edward Jones employs the most of them (1).

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 Bend?

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.