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Financial ADVSR advisor directory · SEC adviser records

Straight Path Wealth Management financial advisors in Jenison, MI

Every SEC-registered investment adviser representative at a Straight Path Wealth Management office in Jenison, A to Z.

9 registered advisors work at Straight Path Wealth Management in Jenison, out of 9 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Straight Path Wealth Management advisors in Jenison, A to Z

Every Straight Path Wealth Management advisor →

Straight Path Wealth Management advisors in every city and state →Straight Path Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Jenison

All Jenison advisors →

Clearview Investments, LLC 4Edward Jones 4Fifth Third Securities, Inc. 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Straight Path Wealth Management have in Jenison?

9 investment adviser representatives are registered at Straight Path Wealth Management offices in Jenison, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Straight Path Wealth Management one of the largest advisor employers in Jenison?

Straight Path Wealth Management ranks number 1 in Jenison by registered advisors, ahead of Clearview Investments, LLC (4).

How do I check a Straight Path Wealth Management advisor in Jenison?

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 Straight Path Wealth Management 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.