Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jeresey City, NJ
Every SEC-registered financial advisor at a firm office in Jeresey City who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Jeresey City; the most are at Schwab Wealth Advisory, Inc. (1). 1 are also registered broker representatives.
CFP advisors in Jeresey City, A to Z
Every advisor in Jeresey City →- Vincent M. ZaccariaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Jeresey City
CFP advisors in other New Jersey cities
All of New Jersey →Morristown 203Red Bank 96Parsippany 93Paramus 87Florham Park 68Marlton 65Princeton 61Summit 57Englewood 40Jersey City 36Westwood 35Cherry Hill 30Ridgewood 30Fairfield 27Bedminster 25Manasquan 25Warren 24Hackensack 23Montclair 23Madison 22Wall 22Moorestown 20Holmdel 19Basking Ridge 18
Questions
How many CFP financial advisors are in Jeresey City, NJ?
1 SEC-registered investment adviser representatives at firm offices in Jeresey City, New Jersey list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (1).
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 Jeresey City?
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.