Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Waterloo, IA
Every SEC-registered investment adviser representative at a Edward Jones office in Waterloo, A to Z.
4 registered advisors work at Edward Jones in Waterloo, out of 22,426 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Edward Jones advisors in Waterloo, A to Z
Every Edward Jones advisor →- Katrina HelleAlso a broker rep
- Michael J. HuismanCertified Financial Planner · Also a broker rep
- Steven K. KochAlso a broker rep
- Clark LichtyCertified 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 Waterloo
All Waterloo advisors →LPL Financial LLC 17Osaic Wealth, Inc. 12Fsb Premier Wealth Management, Inc. 8Stifel, Nicolaus & Company, Incorporated 8Thrivent Investment Management Inc. 6Net Worth Advisors 3
Questions
How many financial advisors does Edward Jones have in Waterloo?
4 investment adviser representatives are registered at Edward Jones offices in Waterloo, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Waterloo?
Edward Jones ranks number 6 in Waterloo by registered advisors; LPL Financial LLC has the most, with 17.
How do I check a Edward Jones advisor in Waterloo?
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.