Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Needham, MA
Every SEC-registered investment adviser representative at a Edward Jones office in Needham, A to Z.
5 registered advisors work at Edward Jones in Needham, out of 22,426 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Edward Jones advisors in Needham, A to Z
Every Edward Jones advisor →- Thomas M. CrowleyCertified Financial Planner · Also a broker rep
- Craig R. GeddesCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Paul W. LamAlso a broker rep
- Duane E. McDonaldChartered Financial Consultant · Also a broker rep
- Robert A. SacchettiCertified 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 Needham
All Needham advisors →Park Avenue Securities LLC 58MML Investors Services, LLC 29Ascensus Investment Advisors, LLC 26Commonwealth Financial Network 24Beaumont Financial Partners 14Focus Partners Wealth, LLC 13Armstrong Advisory Group Inc. 10F L Putnam Investment Management Co. 10Centerpoint Advisors, LLC 9Goodman Advisory Group, LLC 6Wells Fargo Advisors Financial Network, LLC 6Commons Capital, LLC 5
Questions
How many financial advisors does Edward Jones have in Needham?
5 investment adviser representatives are registered at Edward Jones offices in Needham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Needham?
Edward Jones ranks number 13 in Needham by registered advisors; Park Avenue Securities LLC has the most, with 58.
How do I check a Edward Jones advisor in Needham?
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.