Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jacksonville, IL
Every SEC-registered investment adviser representative at a firm office in Jacksonville, with the firms that employ the most of them.
15 registered advisors work in Jacksonville; the most are at Edward Jones (6). 0 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Jacksonville
| Firm | Advisors in Jacksonville |
|---|---|
| Edward Jones news | 6 |
| Stifel, Nicolaus & Company, Incorporated news | 3 |
| Investment Advisors Group, LLC | 2 |
| Berthel, Fisher & Company Financial Services, Inc. | 1 |
| Bfc Planning, Inc. | 1 |
| Bos Asset Management, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Jacksonville, A to Z
Search all of Illinois →- Craig S. AlbersInvestment Advisors Group, LLC · Certified Financial Planner
- Robert E. BeardBerthel, Fisher & Company Financial Services, Inc.
- Frances L. BrockhouseEdward Jones
- Timothy R. FlinnStifel, Nicolaus & Company, Incorporated
- David C. HeitbrinkBos Asset Management, LLC · Certified Financial Planner
- Thomas L. HillEdward Jones
- Heidi J. KoeppelStifel, Nicolaus & Company, Incorporated
- Michael H. LansdenStifel, Nicolaus & Company, Incorporated
- Nathan C. McCombsInvestment Advisors Group, LLC
- Tony L. MooreEdward Jones
- Jeffrey C. MossmanState Farm Investment Management Corp.
- Melanie A. PineEdward Jones
- Shaan A. SmithBfc Planning, Inc.
- Jack R. WhalenEdward Jones
- William T. WhalenEdward Jones
Other cities in Illinois
All of Illinois →Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121
Questions
How many financial advisors are in Jacksonville, IL?
15 investment adviser representatives are registered at firm offices in Jacksonville, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Jacksonville?
Edward Jones, with 6 registered advisors in Jacksonville, followed by Stifel, Nicolaus & Company, Incorporated with 3.
How do I check a financial advisor in Jacksonville?
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.