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Financial ADVSR advisor directory · SEC adviser records

Journey Wealth Management financial advisors in Ohio

Every SEC-registered investment adviser representative at a Journey Wealth Management office in Ohio, by city and A to Z.

14 registered advisors work at Journey Wealth Management in Ohio, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Cleveland (14). 4 list the CFP designation and 0 are also registered broker representatives.

Journey Wealth Management advisors by city in Ohio

Every firm in Ohio →

Cleveland 14

Journey Wealth Management advisors in Ohio, A to Z

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Journey Wealth Management advisors in every state →Journey Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Journey Wealth Management financial advisors are in Ohio?

14 investment adviser representatives are registered at Journey Wealth Management offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Journey Wealth Management have the most advisors?

Cleveland, with 14. Journey Wealth Management has advisors in 1 city in Ohio.

How do I check a Journey Wealth Management advisor in Ohio?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Journey Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.