Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jamestown, NY
Every SEC-registered investment adviser representative at a firm office in Jamestown, with the firms that employ the most of them.
29 registered advisors work in Jamestown; the most are at Park Avenue Securities LLC (6). 2 list the CFP designation and 28 are also registered broker representatives.
Firms with the most advisors in Jamestown
Advisors in Jamestown, A to Z
CFP advisors in Jamestown →- David J. AllenPark Avenue Securities LLC
- Callen M. BarronOsaic Wealth, Inc.
- Justin J. BohallWells Fargo Advisors Financial Network, LLC
- Michael E. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tonie Lee L. D'AngeloUBS Financial Services Inc.
- Timothy W. EdborgUBS Financial Services Inc.
- Jodi L. FellowsKey Investment Services LLC
- Samuel A. FitchPark Avenue Securities LLC
- Stephen J. FrankOsaic Wealth, Inc.
- Alexander T. GraceUBS Financial Services Inc.
- Todd A. HnatyszynUBS Financial Services Inc.
- Alex R. JohnsonShift Fynancial
- Robert A. LindOsaic Wealth, Inc.
- Lorri P. MabeeUBS Financial Services Inc.
- Alyson J. MaherWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Matthew MorsePark Avenue Securities LLC
- Andrew R. NelsonPark Avenue Securities LLC
- Mark R. NelsonPark Avenue Securities LLC
- Michael C. PascarellaStifel, Nicolaus & Company, Incorporated
- Kristie Jo M. PeppyUBS Financial Services Inc.
- Stephen RifenburghPark Avenue Securities LLC
- Douglas L. SchutteNwf Advisory Services Inc. · Chartered Financial Consultant
- Frank M. ShultzCommonwealth Financial Network
- Joseph StrotmanEdward Jones
- Taylor G. SwansonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michele TurkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derek WatkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Noah E. WeinsteinNwf Advisory Services Inc.
- Wayne C. YoungLPL Financial LLC · Certified Financial Planner
Other cities in New York
All of New York →New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124
Questions
How many financial advisors are in Jamestown, NY?
29 investment adviser representatives are registered at firm offices in Jamestown, New York, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Jamestown?
Park Avenue Securities LLC, with 6 registered advisors in Jamestown, followed by UBS Financial Services Inc. with 6.
How do I check a financial advisor in Jamestown?
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.