Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Punta Gorda, FL
Every SEC-registered investment adviser representative at a Edward Jones office in Punta Gorda, A to Z.
10 registered advisors work at Edward Jones in Punta Gorda, out of 22,426 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 10 are also registered broker representatives.
Edward Jones advisors in Punta Gorda, A to Z
Every Edward Jones advisor →- Adam CummingsCertified Financial Planner · Also a broker rep
- James D. Mashburn Jr.Chartered Financial Consultant · Also a broker rep
- Tiffany L. MeyerAlso a broker rep
- Timothy A. MeyerCertified Financial Planner · Also a broker rep
- Glen M. Payne Jr.Also a broker rep
- Catherine PooleAlso a broker rep
- Daniel RossiAlso a broker rep
- Brian R. SumwaltAlso a broker rep
- Joseph J. TackaberryCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Mark I. UebelackerAlso a broker rep
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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 Punta Gorda
All Punta Gorda advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Osaic Wealth, Inc. 7Morgan Stanley 6Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Hightower Advisors, LLC 3Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Edward Jones have in Punta Gorda?
10 investment adviser representatives are registered at Edward Jones offices in Punta Gorda, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Punta Gorda?
Edward Jones ranks number 2 in Punta Gorda by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.
How do I check a Edward Jones advisor in Punta Gorda?
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.