Financial ADVSR advisor directory · SEC adviser records
Financial advisors in East Grand Rapids, MI
Every SEC-registered investment adviser representative at a firm office in East Grand Rapids, with the firms that employ the most of them.
12 registered advisors work in East Grand Rapids; the most are at J.P. Morgan Securities LLC (2). 1 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in East Grand Rapids
| Firm | Advisors in East Grand Rapids |
|---|---|
| J.P. Morgan Securities LLC news | 2 |
| Eagle Point Capital LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Greenrock Wealth Management, LLC | 1 |
| Invesco Advisers, Inc. | 1 |
| John Hancock Investment Management LLC | 1 |
| Morgan Stanley news | 1 |
| Morter Investment Management LLC | 1 |
| Stamford Bridge Wealth Management LLC | 1 |
| Strategic Advisers LLC | 1 |
| Virtus Investment Advisers, LLC | 1 |
Advisors in East Grand Rapids, A to Z
CFP advisors in East Grand Rapids →- John H. BeckerEquitable Advisors, LLC
- Justin D. HalesGreenrock Wealth Management, LLC
- Kelly L. JakemsJ.P. Morgan Securities LLC
- Scott D. MorterMorter Investment Management LLC
- William S. RandallJ.P. Morgan Securities LLC
- Jarret M. ShattuckVirtus Investment Advisers, LLC
- Daniel H. ShuartEagle Point Capital LLC
- Robert C. Tholl Jr.Morgan Stanley
- Shad A. ThomasStamford Bridge Wealth Management LLC · Certified Financial Planner
- Patrick J. VerdonJohn Hancock Investment Management LLC
- Seth M. YanikStrategic Advisers LLC
- John G. ZessinInvesco Advisers, Inc.
Other cities in Michigan
All of Michigan →Grand Rapids 951Troy 761Ann Arbor 649Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99
Questions
How many financial advisors are in East Grand Rapids, MI?
12 investment adviser representatives are registered at firm offices in East Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in East Grand Rapids?
J.P. Morgan Securities LLC, with 2 registered advisors in East Grand Rapids, followed by Eagle Point Capital LLC with 1.
How do I check a financial advisor in East Grand Rapids?
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.