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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Jackson, WY

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

The short answer

5 CFA charterholders work in Jackson; the most are at Beplat Asset Management, Inc. (1). 0 are also registered broker representatives.

CFA advisors in Jackson, A to Z

Every advisor in Jackson →
  • Raymond A. BeplatBeplat Asset Management, Inc. · Chartered Financial Analyst
  • David N. ElanIncome Focus Portfolio Management · Certified Financial Planner, Chartered Financial Analyst
  • Alexander A. KastorGreen Tuatara Asset Management, LLC · Chartered Financial Analyst
  • Matthew R. LusinsBootpack Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Frank H. Reichel IIIReichel Management Company LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Jackson

Beplat Asset Management, Inc. 1Bootpack Wealth Management 1Green Tuatara Asset Management, LLC 1Income Focus Portfolio Management 1Reichel Management Company LLC 1

CFA advisors in other Wyoming cities

All of Wyoming →

Sheridan 4

Questions

How many CFA financial advisors are in Jackson, WY?

5 SEC-registered investment adviser representatives at firm offices in Jackson, Wyoming list the CFA designation; Beplat Asset Management, Inc. 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 Jackson?

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.