Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Lakewood Ranch, FL
Every SEC-registered investment adviser representative at a Edward Jones office in Lakewood Ranch, A to Z.
The short answer
10 registered advisors work at Edward Jones in Lakewood Ranch, out of 21,459 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Edward Jones advisors in Lakewood Ranch, A to Z
Every Edward Jones advisor →- Jennifer L. AvenAlso a broker rep
- Wesley BanksAlso a broker rep
- Meghan L. CorcoranAlso a broker rep
- Christopher L. MossCertified Financial Planner · Also a broker rep
- Raymond E. Parker Jr.Also a broker rep
- Theresa L. PhelpsAlso a broker rep
- Frederick J. Scheerle IVCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Richard M. SchimekCertified Financial Planner · Also a broker rep
- Ashley E. ScottCertified Financial Planner · Also a broker rep
- Kevin St JohnAlso a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Lakewood Ranch
All Lakewood Ranch advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 14Ameriprise Financial Services, LLC 11Cetera Investment Advisers LLC 9Strategic Advisers LLC 9LPL Financial LLC 8Base Wealth Management 5Horizon Wealth Advisors 5Concurrent Investment Advisors, LLC 3Dow Family Office Advisory, LLC 3Equitable Advisors, LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Edward Jones have in Lakewood Ranch?
10 investment adviser representatives are registered at Edward Jones offices in Lakewood Ranch, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Lakewood Ranch?
Edward Jones ranks number 4 in Lakewood Ranch by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.
How do I check a Edward Jones advisor in Lakewood Ranch?
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 Edward Jones 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.