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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mason, OH

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

9 CFP professionals work in Mason; the most are at J.P. Morgan Securities LLC (3). 8 are also registered broker representatives.

CFP advisors in Mason, A to Z

Every advisor in Mason →

Firms with the most CFP professionals in Mason

J.P. Morgan Securities LLC 3Edward Jones 2Cambridge Investment Research Advisors, Inc. 1Fifth Third Securities, Inc. 1Sound Asset Management, Inc. 1Strategic Advisers LLC 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14

Questions

How many CFP financial advisors are in Mason, OH?

9 SEC-registered investment adviser representatives at firm offices in Mason, Ohio list the CFP designation; J.P. Morgan Securities LLC 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 Mason?

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.