Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Edward Jones office in Winter Park, A to Z.
4 registered advisors work at Edward Jones in Winter Park, out of 22,426 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Edward Jones advisors in Winter Park, A to Z
Every Edward Jones advisor →- Bradley D. ErbAlso a broker rep
- Lisa MenendezAlso a broker rep
- Suzanne F. ReamsAlso a broker rep
- Julie K. TecauCertified Financial Planner · Also 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 Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8
Questions
How many financial advisors does Edward Jones have in Winter Park?
4 investment adviser representatives are registered at Edward Jones offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Winter Park?
Edward Jones ranks number 24 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Edward Jones advisor in Winter Park?
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.