Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Jupiter, FL

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

9 ChFC holders work in Jupiter; the most are at Ameriprise Financial Services, LLC (1). 7 are also registered broker representatives.

ChFC advisors in Jupiter, A to Z

Every advisor in Jupiter →
  • David E. CarrowAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David B. ColeCetera Investment Advisers LLC · Chartered Financial Consultant
  • Jason A. FeldmanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey C. KnoxFinancial Management Strategies, Inc. · Chartered Financial Consultant
  • Charles R. LeeBrookstone Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Julia G. LembckeUrs Advisory · Certified Financial Planner, Chartered Financial Consultant
  • Gerald E. LongLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sally S. StahlEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Scott A. TankerBlackridge Asset Management, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Jupiter

Ameriprise Financial Services, LLC 1Blackridge Asset Management, LLC 1Brookstone Wealth Advisors, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Financial Management Strategies, Inc. 1LPL Financial LLC 1MML Investors Services, LLC 1Urs Advisory 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Miami 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Jupiter, FL?

9 SEC-registered investment adviser representatives at firm offices in Jupiter, Florida list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Jupiter?

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.