Financial ADVSR advisor directory · SEC adviser records
Financial advisors in North Port, FL
Every SEC-registered investment adviser representative at a firm office in North Port, with the firms that employ the most of them.
The short answer
17 registered advisors work in North Port; the most are at Edward Jones (5). 2 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in North Port
| Firm | Advisors in North Port |
|---|---|
| Edward Jones news | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Strategic Advisers LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Empower Advisory Group, LLC | 1 |
| Gulfcoast Embers Advisors | 1 |
| J.P. Morgan Securities LLC news | 1 |
| King Retirement Solutions, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Vetoshko Wealth Management | 1 |
Advisors in North Port, A to Z
CFP advisors in North Port →- John R. Bashaar Jr.Gulfcoast Embers Advisors
- Kristin CardonaEdward Jones
- Linda L. CoulesEdward Jones
- Gw KingKing Retirement Solutions, LLC
- Daniel R. KowalczykMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristie E. MarshallEdward Jones
- Robert P. Nelson Jr.Edward Jones
- Michael RandolphAmeriprise Financial Services, LLC · Certified Financial Planner
- Jessica Lil P. ReedmanEdward Jones
- Jimmy M. RinehartState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeimy L. RodriguezJ.P. Morgan Securities LLC
- Justin E. SalomStrategic Advisers LLC
- Ron ShchemelevEmpower Advisory Group, LLC
- Givan TineoStrategic Advisers LLC
- Oleksandr VetoshkoVetoshko Wealth Management · Certified Financial Planner
- De Andre M. WellsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James C. Whitis Jr.Cetera Investment Advisers LLC
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244
Questions
How many financial advisors are in North Port, FL?
17 investment adviser representatives are registered at firm offices in North Port, Florida, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in North Port?
Edward Jones, with 5 registered advisors in North Port, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in North Port?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.