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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Jersey City, NJ

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

The short answer

6 ChFC holders work in Jersey City; the most are at J.P. Morgan Securities LLC (2). 5 are also registered broker representatives.

ChFC advisors in Jersey City, A to Z

Every advisor in Jersey City →
  • Lee S. BolnickJ.P. Morgan Securities LLC · Chartered Financial Consultant
  • Carol ChoIrc Wealth · Chartered Financial Consultant
  • Michele L. ColombaEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael V. Daniels Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • David L. LevittJ.P. Morgan Securities LLC · Chartered Financial Consultant
  • Alberto D. SantanaState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Jersey City

J.P. Morgan Securities LLC 2Cetera Investment Advisers LLC 1Eagle Strategies LLC 1Irc Wealth 1State Farm Investment Management Corp. 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 25Parsippany 22Paramus 15Red Bank 14Marlton 13Saddle Brook 9Fairfield 8Mount Laurel 8Cherry Hill 7Edison 7Wall Township 7Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5Bridgewater 4

Questions

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

6 SEC-registered investment adviser representatives at firm offices in Jersey City, New Jersey list the ChFC designation; J.P. Morgan Securities LLC employs the most of them (2).

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 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 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.