Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Concord, NC
Every SEC-registered investment adviser representative at a Edward Jones office in Concord, A to Z.
The short answer
8 registered advisors work at Edward Jones in Concord, out of 21,459 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Edward Jones advisors in Concord, A to Z
Every Edward Jones advisor →- Chad M. EptingAlso a broker rep
- Lexter S. FennellAlso a broker rep
- Michael J. HanzlikCertified Financial Planner · Also a broker rep
- Jeffrey D. HartsockCertified Financial Planner · Also a broker rep
- Hseng W. HsiangCertified Financial Planner · Also a broker rep
- Joel D. MatthewsAlso a broker rep
- Ronald H. SmithAlso a broker rep
- Marshall WardAlso 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 Concord
All Concord advisors →Tiaa-Cref Individual & Institutional Services, LLC 15Cambridge Investment Research Advisors, Inc. 7Wells Fargo Clearing Services, LLC 7LPL Financial LLC 6Strategic Advisers LLC 5Credit Union Investment Services 3Equitable Advisors, LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Mill Capital Management, LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Edward Jones have in Concord?
8 investment adviser representatives are registered at Edward Jones offices in Concord, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Concord?
Edward Jones ranks number 2 in Concord by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 15.
How do I check a Edward Jones advisor in Concord?
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.