Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a Edward Jones office in Portage, A to Z.
The short answer
6 registered advisors work at Edward Jones in Portage, out of 21,461 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Edward Jones advisors in Portage, A to Z
Every Edward Jones advisor →- Gregory A. FeltnerAlso a broker rep
- Luke G. FeltnerAlso a broker rep
- Luke JohnsonCertified Financial Planner · Also a broker rep
- Matthew SemelbauerCertified Financial Planner · Also a broker rep
- Daniel M. StengerAlso a broker rep
- Michael J. TonerAlso 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 1,691Maryland 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 Portage
All Portage advisors →Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5
Questions
How many financial advisors does Edward Jones have in Portage?
6 investment adviser representatives are registered at Edward Jones offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Portage?
Edward Jones ranks number 10 in Portage by registered advisors; Zhang Financial has the most, with 19.
How do I check a Edward Jones advisor in Portage?
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.