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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jenison, MI

Every SEC-registered investment adviser representative at a firm office in Jenison, with the firms that employ the most of them.

40 registered advisors work in Jenison; the most are at Straight Path Wealth Management (9). 0 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Jenison

FirmAdvisors in Jenison
Straight Path Wealth Management9
Clearview Investments, LLC4
Edward Jones news4
Fifth Third Securities, Inc.3
J.P. Morgan Securities LLC news3
Alliance Investment Management, LLC2
Ameriprise Financial Services, LLC news2
Founders Financial Securities LLC2
Graetz Wealth2
Pfs Investments Inc.2
State Farm Investment Management Corp.2
Centennial Securities Company, Inc.1
Missionsquare Retirement1
Osaic Wealth, Inc. news1
Socrates Financial Planning1
The Huntington Investment Company1

Advisors in Jenison, A to Z

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Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in Jenison, MI?

40 investment adviser representatives are registered at firm offices in Jenison, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Jenison?

Straight Path Wealth Management, with 9 registered advisors in Jenison, followed by Clearview Investments, LLC with 4.

How do I check a financial advisor in Jenison?

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.