Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Edward Jones office in Charlotte, A to Z.
The short answer
35 registered advisors work at Edward Jones in Charlotte, out of 21,459 at the firm nationwide; it ranks number 20 in the city by advisors. 14 list the CFP designation and 35 are also registered broker representatives.
Edward Jones advisors in Charlotte, A to Z
Every Edward Jones advisor →- Benjamin C. AsseffCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Riann K. BarlowAlso a broker rep
- Charles A. BelkCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Benjamin R. BelluryAlso a broker rep
- Matthew G. BrownAlso a broker rep
- Robert W. CarmichaelCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Grace CassadaAlso a broker rep
- Steven EcheniqueCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Samuel W. GaultAlso a broker rep
- Jeffrey GillAlso a broker rep
- Anna B. HaleAlso a broker rep
- James E. HaleAlso a broker rep
- Daniel J. HallerCertified Financial Planner · Also a broker rep
- Dewon HartAlso a broker rep
- Jacob J. HeinzAlso a broker rep
- Brandon M. HelmsCertified Financial Planner · Also a broker rep
- Dan HollinsAlso a broker rep
- Katherine T. LazoAlso a broker rep
- Jason M. LoiaAlso a broker rep
- Mike MadridCertified Financial Planner · Also a broker rep
- Sean V. MartinCertified Financial Planner · Also a broker rep
- Nicholas A. MasonCertified Financial Planner · Also a broker rep
- Keith M. NowokunskiAlso a broker rep
- Sulayman Nyang Jr.Also a broker rep
- John V. O'ConnorAlso a broker rep
- Wesley OsbournCertified Financial Planner · Also a broker rep
- Eric RadinskyAlso a broker rep
- Ryan RamadanAlso a broker rep
- Michael G. SchmidtCertified Financial Planner · Also a broker rep
- Nathan B. SessionsAlso a broker rep
- Daniel P. VeyCertified Financial Planner · Also a broker rep
- Zachary G. WagnerCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Christopher M. WarrenChartered Financial Analyst · Also a broker rep
- Elizabeth M. WeastCertified Financial Planner · Also a broker rep
- Anna M. WilliamsAlso a broker rep
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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 Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Edward Jones have in Charlotte?
35 investment adviser representatives are registered at Edward Jones offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 14 list the CFP designation and 35 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Charlotte?
Edward Jones ranks number 20 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Edward Jones advisor in Charlotte?
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.