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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in San Jose, CA

Every SEC-registered financial advisor at a firm office in San Jose who lists the Chartered Financial Consultant designation, A to Z.

The short answer

27 ChFC holders work in San Jose; the most are at MML Investors Services, LLC (5). 21 are also registered broker representatives.

ChFC advisors in San Jose, A to Z

Every advisor in San Jose →
  • Luis M. AmatoBrightplan LLC · Certified Financial Planner, Chartered Financial Consultant
  • Wallace C. ChuLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas W. FritzeMML Investors Services, LLC · Chartered Financial Consultant
  • Roger L. GainerHeckman Financial & Insurance Services, Inc. · Chartered Financial Consultant
  • Steven C. HarrisMML Investors Services, LLC · Chartered Financial Consultant
  • Eric R. HeckmanHeckman Financial & Insurance Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Thuyvu N. HoState Farm Investment Management Corp. · Chartered Financial Consultant
  • Arthur E. HollandState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gabriel N. IssaMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nader A. IssaMML Investors Services, LLC · Chartered Financial Consultant
  • Liangchih LinEagle Strategies LLC · Chartered Financial Consultant
  • Craig L. MartinFourstar Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Peggy D. MartinFamily Wealth Consultants, Inc. · Chartered Financial Consultant
  • Lillian R. MooreState Farm Investment Management Corp. · Chartered Financial Consultant
  • Philip P. NguyenEagle Strategies LLC · Chartered Financial Consultant
  • Narayana Murthy NyayapatiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Wayne M. PetersonThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Peyvand PourhosseiniLPL Enterprise, LLC · Chartered Financial Consultant
  • Irma I. QuinonesLPL Enterprise, LLC · Chartered Financial Consultant
  • Christopher RaddieMML Investors Services, LLC · Chartered Financial Consultant
  • Daniel J. RobinsonPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David R. RousselotDwr Wealth Management, LLC · Chartered Financial Consultant
  • Lauren M. TakushiWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
  • Donald B. TonelliOsaic Wealth, Inc. · Chartered Financial Consultant
  • Andrea M. TrudeauOsaic Wealth, Inc. · Chartered Financial Consultant
  • Xia WangLPL Enterprise, LLC · Chartered Financial Consultant
  • Debbie H. YangState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in San Jose

MML Investors Services, LLC 5State Farm Investment Management Corp. 4LPL Enterprise, LLC 3Eagle Strategies LLC 2Family Wealth Consultants, Inc. 2Fourstar Wealth Advisors, LLC 2Heckman Financial & Insurance Services, Inc. 2Osaic Wealth, Inc. 2Brightplan LLC 1Dwr Wealth Management, LLC 1Edward Jones 1LPL Financial LLC 1Principal Securities, Inc. 1Thrivent Investment Management Inc. 1Wells Fargo Advisors Financial Network, LLC 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Los Angeles 45Irvine 42Newport Beach 37Walnut Creek 25San Rafael 22Roseville 18San Ramon 15Torrance 15Bakersfield 13Westlake Village 13Santa Barbara 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in San Jose, CA?

27 SEC-registered investment adviser representatives at firm offices in San Jose, California list the ChFC designation; MML Investors Services, LLC employs the most of them (5).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in San Jose?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.