Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Santa Fe, NM
Every SEC-registered investment adviser representative at a Edward Jones office in Santa Fe, A to Z.
8 registered advisors work at Edward Jones in Santa Fe, out of 21,459 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Edward Jones advisors in Santa Fe, A to Z
Every Edward Jones advisor →- Michael J. CuppAlso a broker rep
- Randal M. EganAlso a broker rep
- Emily P. EstesAlso a broker rep
- Julee LamureAlso a broker rep
- Alfredo Ochoa LunaAlso a broker rep
- Karen SchotterChartered Financial Consultant · Also a broker rep
- Loren G. TestaChartered Financial Consultant · Also a broker rep
- Jeffrey D. Weeast Sr.Certified Financial Planner · Also 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 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Santa Fe
All Santa Fe advisors →Thornburg Investment Management Inc. 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Morgan Stanley 12Wells Fargo Clearing Services, LLC 8City Different Investments 7LPL Financial LLC 6UBS Financial Services Inc. 5Horizons Sustainable Financial Services, Inc. 4Stifel, Nicolaus & Company, Incorporated 4Altamira Financial Group, LLC 3Cetera Investment Advisers LLC 3Financial Partners, LLC 3
Questions
How many financial advisors does Edward Jones have in Santa Fe?
8 investment adviser representatives are registered at Edward Jones offices in Santa Fe, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Santa Fe?
Edward Jones ranks number 4 in Santa Fe by registered advisors; Thornburg Investment Management Inc. has the most, with 24.
How do I check a Edward Jones advisor in Santa Fe?
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.