Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jackson, MI
Every SEC-registered financial advisor at a firm office in Jackson who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Jackson; the most are at Raymond James Financial Services Advisors, Inc. (3). 12 are also registered broker representatives.
CFP advisors in Jackson, A to Z
Every advisor in Jackson →- Douglas A. BarberRehmann Wealth · Certified Financial Planner
- Jason J. ButterfieldJack V. Butterfield Investment Company · Certified Financial Planner
- Brennan M. ClarkRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Timothy J. CullenRaymond James & Associates, Inc. · Certified Financial Planner
- Candace M. HackbornRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Donald V. Hershberger Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Frank W. HonesLPL Financial LLC · Certified Financial Planner
- Ronald M. Luce Jr.Commonwealth Financial Network · Certified Financial Planner
- Daniel M. MachnikCetera Investment Advisers LLC · Certified Financial Planner
- Denise R. MoeckelEdward Jones · Certified Financial Planner
- Jeffrey W. SirolaCetera Investment Advisers LLC · Certified Financial Planner
- Dylan ThomasCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Daniel J. VredeveldRichmond Brothers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Jackson
Raymond James Financial Services Advisors, Inc. 3Cetera Investment Advisers LLC 2Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Edward Jones 1Jack V. Butterfield Investment Company 1LPL Financial LLC 1Raymond James & Associates, Inc. 1Rehmann Wealth 1Richmond Brothers, Inc. 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17
Questions
How many CFP financial advisors are in Jackson, MI?
13 SEC-registered investment adviser representatives at firm offices in Jackson, Michigan list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (3).
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 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 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.