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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Jackson, MS

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

The short answer

9 CFP professionals work in Jackson; the most are at Ballew Advisors Inc. (2). 3 are also registered broker representatives.

CFP advisors in Jackson, A to Z

Every advisor in Jackson →

Firms with the most CFP professionals in Jackson

Ballew Advisors Inc. 2Bankplus Wealth Advisors 1Commonwealth Financial Network 1Kelly Capital Group, LLC 1LPL Financial LLC 1Lefleur Financial 1Resolute Wealth Strategies, LLC 1Valmark Advisers, Inc. 1

CFP advisors in other Mississippi cities

All of Mississippi →

Ridgeland 36Hattiesburg 14Madison 10Gulfport 8Tupelo 8Starkville 7Clinton 4Oxford 4Corinth 3Greenville 3Ocean Springs 3

Questions

How many CFP financial advisors are in Jackson, MS?

9 SEC-registered investment adviser representatives at firm offices in Jackson, Mississippi list the CFP designation; Ballew Advisors Inc. 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 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.