Financial ADVSR advisor directory · SEC adviser records
49 Financial financial advisors in Jacksonville, FL
Every SEC-registered investment adviser representative at a 49 Financial office in Jacksonville, A to Z.
The short answer
3 registered advisors work at 49 Financial in Jacksonville, out of 140 at the firm nationwide; it ranks number 56 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
49 Financial advisors in Jacksonville, A to Z
Every 49 Financial advisor →- Lauren N. MatheuInvestment adviser rep
- Boston R. PrachylAlso a broker rep
- James L. ScheperInvestment adviser rep
49 Financial advisors in every city and state →49 Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
49 Financial advisors in other cities
Austin, TX 99Atlanta, GA 8Charlotte, NC 8Leawood, KS 8Richardson, TX 5Minneapolis, MN 3Rogers, AR 3Daphne, AL 1East Greenville, PA 1Edina, MN 1Houston, TX 1Ledgewood, NJ 1Memorial, TX 1
Other firms in Jacksonville
All Jacksonville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 826Strategic Advisers LLC 684Citigroup Global Markets Inc. 71Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 60LPL Financial LLC 60Wells Fargo Clearing Services, LLC 59Morgan Stanley 48Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 38Equitable Advisors, LLC 30Raymond James Financial Services Advisors, Inc. 28
Questions
How many financial advisors does 49 Financial have in Jacksonville?
3 investment adviser representatives are registered at 49 Financial offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 140 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is 49 Financial one of the largest advisor employers in Jacksonville?
49 Financial ranks number 56 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 826.
How do I check a 49 Financial advisor in Jacksonville?
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 49 Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.