Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Jacksonville, FL
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Jacksonville, A to Z.
The short answer
25 registered advisors work at Charles Schwab & Co., Inc. in Jacksonville, out of 5,937 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 25 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Jacksonville, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kyle BaidasAlso a broker rep
- Joshua J. DiazAlso a broker rep
- Joshua B. FeinsteinAlso a broker rep
- Allyson R. FineAlso a broker rep
- Gerald R. JohnstonAlso a broker rep
- Michelle L. JonesAlso a broker rep
- Cindy LeeAlso a broker rep
- Mary McLauchlinAlso a broker rep
- Chase A. MichaelAlso a broker rep
- Robert S. Montgomery IIAlso a broker rep
- Javier E. Moredo CeperoAlso a broker rep
- Allen C. NgAlso a broker rep
- Caroline E. OgdenCertified Financial Planner · Also a broker rep
- Christina M. PalmerAlso a broker rep
- Cameron A. PerezAlso a broker rep
- Napoleon J. RobinsonAlso a broker rep
- Henry K. SandersAlso a broker rep
- Terri F. ShiverAlso a broker rep
- Biron H. SmytheCertified Financial Planner · Also a broker rep
- David A. StantonAlso a broker rep
- Billy TomlinsonAlso a broker rep
- Mary K. TooleyAlso a broker rep
- Kyle Van ZandenAlso a broker rep
- Teresah D. WoolridgeAlso a broker rep
- Teb YuAlso a broker rep
Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 780Lone Tree, CO 469Phoenix, AZ 424Orlando, FL 214Omaha, NE 209Austin, TX 203Indianapolis, IN 158New York City, NY 92Chicago, IL 86San Francisco, CA 70Richfield, OH 68St Louis, MO 59Scottsdale, AZ 43San Diego, CA 41Los Angeles, CA 40
Other firms in Jacksonville
All Jacksonville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Raymond James Financial Services Advisors, Inc. 25
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Jacksonville?
25 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 25 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Jacksonville?
Charles Schwab & Co., Inc. ranks number 12 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.
How do I check a Charles Schwab & Co., Inc. 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 Charles Schwab & Co., Inc. 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.