Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jackson Heights, NY
Every SEC-registered investment adviser representative at a firm office in Jackson Heights, with the firms that employ the most of them.
9 registered advisors work in Jackson Heights; the most are at J.P. Morgan Securities LLC (3). 0 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Jackson Heights
| Firm | Advisors in Jackson Heights |
|---|---|
| J.P. Morgan Securities LLC news | 3 |
| Compound Planning, Inc. | 1 |
| Kestra Advisory Services, LLC news | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Titanhub Capital Management LLC | 1 |
| Wu Wealth Advisory, LLC | 1 |
Advisors in Jackson Heights, A to Z
Search all of New York →- Christian ContrerasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steve FortilusJ.P. Morgan Securities LLC
- Andranik HayotsyanLPL Financial LLC
- Milan KarkiTitanhub Capital Management LLC
- Craig PaisKestra Advisory Services, LLC
- Samuel RiveraJ.P. Morgan Securities LLC
- Julio ValdezJ.P. Morgan Securities LLC
- Hans-Christian WinklerCompound Planning, Inc. · Certified Financial Planner
- Chien Hoong WuWu Wealth Advisory, LLC
Other cities in New York
All of New York →New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132
Questions
How many financial advisors are in Jackson Heights, NY?
9 investment adviser representatives are registered at firm offices in Jackson Heights, New York, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Jackson Heights?
J.P. Morgan Securities LLC, with 3 registered advisors in Jackson Heights, followed by Compound Planning, Inc. with 1.
How do I check a financial advisor in Jackson Heights?
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.