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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Jersey City, NJ

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

27 CFP professionals work in Jersey City; the most are at Schwab Wealth Advisory, Inc. (9). 24 are also registered broker representatives.

CFP advisors in Jersey City, A to Z

Every advisor in Jersey City →
  • Russell D. BowmanRockefeller Financial LLC · Certified Financial Planner
  • Eric L. BrubakerEdward Jones · Certified Financial Planner
  • Michele L. ColombaEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sean W. ConnellyStrategic Advisers LLC · Certified Financial Planner
  • Lisa A. CrostaSanctuary Advisors, LLC · Certified Financial Planner
  • Michael V. Daniels Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Natani DratiSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Graham FalboArete Wealth Advisors, LLC · Certified Financial Planner
  • Christopher M. Gething Jr.Atherean Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Cynthia HowellsSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Michael C. KarlewiczUBS Financial Services Inc. · Certified Financial Planner
  • Jay LeeBallaster Financial · Certified Financial Planner, Chartered Financial Analyst
  • Bryan J. LoewJ.P. Morgan Securities LLC · Certified Financial Planner
  • Javier E. LopezSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Matthew LottOsaic Wealth, Inc. · Certified Financial Planner
  • James MotaArete Wealth Advisors, LLC · Certified Financial Planner
  • Vincent NestorovskiEagle Strategies LLC · Certified Financial Planner
  • Vincent K. PlesselSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Mark PorcelliSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Jason K. RogersSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Jacob J. SchreerSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • David SprungSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Joseph D. StabileForefront · Certified Financial Planner
  • Ryan J. SullivanSchwab Wealth Advisory, Inc. · Certified Financial Planner
  • Angel R. TineoSanctuary Advisors, LLC · Certified Financial Planner
  • Yisha WangTaurus Financial · Certified Financial Planner
  • Emily B. WirginCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Jersey City

Schwab Wealth Advisory, Inc. 9Arete Wealth Advisors, LLC 2Cetera Investment Advisers LLC 2Eagle Strategies LLC 2Sanctuary Advisors, LLC 2Atherean Asset Management LLC 1Ballaster Financial 1Edward Jones 1Forefront 1J.P. Morgan Securities LLC 1Osaic Wealth, Inc. 1Rockefeller Capital Management 1Rockefeller Financial LLC 1Strategic Advisers LLC 1Taurus Financial 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16

Questions

How many CFP financial advisors are in Jersey City, NJ?

27 SEC-registered investment adviser representatives at firm offices in Jersey City, New Jersey list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (9).

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 Jersey 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.