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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jefferson, GA

Every SEC-registered investment adviser representative at a firm office in Jefferson, with the firms that employ the most of them.

9 registered advisors work in Jefferson; the most are at Pfs Investments Inc. (3). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Jefferson

FirmAdvisors in Jefferson
Pfs Investments Inc.3
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Edward Jones news1
Inspire Advisors, LLC1
MML Investors Services, LLC1
Schwab Wealth Advisory, Inc. news1

Advisors in Jefferson, A to Z

Search all of Georgia →

Other cities in Georgia

All of Georgia →

Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59

Questions

How many financial advisors are in Jefferson, GA?

9 investment adviser representatives are registered at firm offices in Jefferson, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Jefferson?

Pfs Investments Inc., with 3 registered advisors in Jefferson, followed by Ameriprise Financial Services, LLC with 1.

How do I check a financial advisor in Jefferson?

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.