Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Jacksonville, IL

Every SEC-registered financial advisor at a firm office in Jacksonville who lists the Certified Financial Planner designation, A to Z.

3 CFP professionals work in Jacksonville; the most are at Bos Asset Management, LLC (2). 1 are also registered broker representatives.

CFP advisors in Jacksonville, A to Z

Every advisor in Jacksonville →

Craig S. AlbersInvestment Advisors Group, LLC · Certified Financial Planner
David C. HeitbrinkBos Asset Management, LLC · Certified Financial Planner
Wade MathisBos Asset Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in Jacksonville

Bos Asset Management, LLC 2 Investment Advisors Group, LLC 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740 Rockford 203 Downers Grove 136 Naperville 100 Oak Brook 67 Oakbrook Terrace 56 Schaumburg 52 Springfield 50 Wheaton 49 Deerfield 45 Lombard 41 Northbrook 38 Champaign 37 Lisle 30 Itasca 28 Elmhurst 27 Skokie 26 Arlington Heights 25 Barrington 25 Orland Park 25 Palatine 23 Evanston 22 Peoria 21 Libertyville 19

Questions

How many CFP financial advisors are in Jacksonville, IL?

3 SEC-registered investment adviser representatives at firm offices in Jacksonville, Illinois list the CFP designation; Bos Asset Management, LLC employs the most of them (2).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Jacksonville?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.