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
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Beachwood, OH

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

6 ChFC holders work in Beachwood; the most are at Oneseven (3). 5 are also registered broker representatives.

ChFC advisors in Beachwood, A to Z

Every advisor in Beachwood →
  • Jonathan S. DouglasPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mary HarveyValmark Advisers, Inc. · Chartered Financial Consultant
  • John D. JaicksOneseven · Chartered Financial Consultant
  • Terrence A. McKelveyStratos Wealth Partners, Ltd. · Chartered Financial Consultant
  • Paul J. OrchoskyOneseven · Certified Financial Planner, Chartered Financial Consultant
  • Justin J. PietraszOneseven · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Beachwood

Oneseven 3Park Avenue Securities LLC 1Stratos Wealth Partners, Ltd. 1Valmark Advisers, Inc. 1

ChFC advisors in other Ohio cities

All of Ohio →

Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4

Questions

How many ChFC financial advisors are in Beachwood, OH?

6 SEC-registered investment adviser representatives at firm offices in Beachwood, Ohio list the ChFC designation; Oneseven employs the most of them (3).

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 Beachwood?

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.