Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Ocala, FL
Every SEC-registered investment adviser representative at a Edward Jones office in Ocala, A to Z.
8 registered advisors work at Edward Jones in Ocala, out of 22,426 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Edward Jones advisors in Ocala, A to Z
Every Edward Jones advisor →- Jacob T. AnglehartAlso a broker rep
- Samuel BoyleAlso a broker rep
- Catherine KirklandAlso a broker rep
- Anthony MontemurroCertified Financial Planner · Also a broker rep
- Nicholas P. NavettaAlso a broker rep
- Jordana PhamAlso a broker rep
- Jody E. SchillingAlso a broker rep
- Justin YanceyAlso 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 1,789Maryland Heights, MO 211St Louis, MO 116Austin, TX 77Tempe, AZ 72Houston, TX 70Raleigh, NC 70Overland Park, KS 64Seattle, WA 63San Antonio, TX 57Lincoln, NE 49Colorado Springs, CO 48Dallas, TX 47Chesterfield, MO 43Greenville, SC 43
Other firms in Ocala
All Ocala advisors →Truist Advisory Services, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 13Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6Lifemark Securities Corp. 5
Questions
How many financial advisors does Edward Jones have in Ocala?
8 investment adviser representatives are registered at Edward Jones offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Ocala?
Edward Jones ranks number 7 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.
How do I check a Edward Jones advisor in Ocala?
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.