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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakewood, NJ

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

31 registered advisors work in Lakewood; the most are at LPL Financial LLC (5). 5 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Lakewood

FirmAdvisors in Lakewood
LPL Financial LLC news5
J.P. Morgan Securities LLC news4
Cetera Investment Advisers LLC news3
Leatherback Investments LLC2
MML Investors Services, LLC2
Choice Asset Management LLC1
Equinum, LLC1
Equitable Advisors, LLC news1
Five Point Investments1
Fortune Capital Management LLC1
Geneva Financial Group1
Lakewealth Capital, LLC.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Mynad LLC1
Nisman Investment Services Inc.1
Nj Capital Management1
Onyx Wealth Management LLC1
Osaic Wealth, Inc. news1
Td Private Client Wealth LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Lakewood, A to Z

CFP advisors in Lakewood →

Other cities in New Jersey

All of New Jersey →

Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116

Questions

How many financial advisors are in Lakewood, NJ?

31 investment adviser representatives are registered at firm offices in Lakewood, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Lakewood?

LPL Financial LLC, with 5 registered advisors in Lakewood, followed by J.P. Morgan Securities LLC with 4.

How do I check a financial advisor in Lakewood?

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.