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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Middletown, NJ

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

4 CFP professionals work in Middletown; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Middletown, A to Z

Every advisor in Middletown →

Firms with the most CFP professionals in Middletown

Edward Jones 1Grant Asset Management, LLC 1Newport Wealth Management, LLC 1World Investment Advisors, LLC 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 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16

Questions

How many CFP financial advisors are in Middletown, NJ?

4 SEC-registered investment adviser representatives at firm offices in Middletown, New Jersey list the CFP designation; Edward Jones 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 Middletown?

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.