Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Short Hills, NJ
Every SEC-registered financial advisor at a firm office in Short Hills who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Short Hills; the most are at Janney Montgomery Scott LLC (1). 3 are also registered broker representatives.
ChFC advisors in Short Hills, A to Z
Every advisor in Short Hills →- Paul W. HansenMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Bruce B. MilsteinJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua D. WeinerState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Short Hills
Janney Montgomery Scott LLC 1Morgan Stanley 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 7Jersey City 6Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5
Questions
How many ChFC financial advisors are in Short Hills, NJ?
3 SEC-registered investment adviser representatives at firm offices in Short Hills, New Jersey list the ChFC designation; Janney Montgomery Scott 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 Short Hills?
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.