Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Bay City, MI
Every SEC-registered investment adviser representative at a Edward Jones office in Bay City, A to Z.
The short answer
7 registered advisors work at Edward Jones in Bay City, out of 21,461 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Edward Jones advisors in Bay City, A to Z
Every Edward Jones advisor →- Zachary T. ChristensenCertified Financial Planner · Also a broker rep
- Matthew T. LeppekAlso a broker rep
- Scott J. MillerAlso a broker rep
- Coleman A. StaudacherAlso a broker rep
- Michael J. StaudacherAlso a broker rep
- Katherine L. WohlfeilCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Olivia ZwetzigCertified Financial Planner · Also a broker rep
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Edward Jones advisors in other cities
St. Louis, MO 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42
Other firms in Bay City
All Bay City advisors →LPL Financial LLC 14Hantz Financial Services, Inc. 12Raymond James & Associates, Inc. 6LPL Enterprise, LLC 5State Farm Investment Management Corp. 5Ameriprise Financial Services, LLC 4Dbs Investment Advisers, LLC 4Thrivent Investment Management Inc. 4Osaic Wealth, Inc. 3
Questions
How many financial advisors does Edward Jones have in Bay City?
7 investment adviser representatives are registered at Edward Jones offices in Bay City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Bay City?
Edward Jones ranks number 3 in Bay City by registered advisors; LPL Financial LLC has the most, with 14.
How do I check a Edward Jones advisor in Bay City?
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.