Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jacksonville, NC
Every SEC-registered investment adviser representative at a firm office in Jacksonville, with the firms that employ the most of them.
21 registered advisors work in Jacksonville; the most are at First Command Advisory Services (6). 3 list the CFP designation and 20 are also registered broker representatives.
Firms with the most advisors in Jacksonville
Advisors in Jacksonville, A to Z
CFP advisors in Jacksonville →- Andrew R. AlvesFirst Command Advisory Services
- James BallOsaic Wealth, Inc.
- John L. BeraudFirst Command Advisory Services
- Ashley M. BrownPNC Wealth Management LLC
- Theodore J. ChamberlainCetera Investment Advisers LLC
- Thomas G. CooperOsaic Wealth, Inc.
- Korene Z. MarshFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Kalan McEuenHornor, Townsend & Kent, LLC
- Joseph R. McLaughlinFirst Command Advisory Services · Certified Financial Planner
- Todd MorinFirst Command Advisory Services
- Debbie S. NagleyTruist Advisory Services, Inc.
- Eunnice NinoNavy Federal Investment Services, LLC
- Richard L. PughFinancial Security Advisory Inc. · Certified Financial Planner
- Casey A. SimpsonCredit Union Investment Services
- Carrie L. SpauldingLPL Enterprise, LLC
- James StranoCambridge Investment Research Advisors, Inc.
- Kelley R. TysonEdward Jones · Chartered Financial Consultant
- Mary ViereggeFirst Command Advisory Services
- Kevin R. WagnerCambridge Investment Research Advisors, Inc.
- Cynthia L. WilliamsEdward Jones
- Weiguo R. XuFirst Command Advisory Services
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Jacksonville, NC?
21 investment adviser representatives are registered at firm offices in Jacksonville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Jacksonville?
First Command Advisory Services, with 6 registered advisors in Jacksonville, followed by Cambridge Investment Research Advisors, Inc. with 2.
How do I check a financial advisor in Jacksonville?
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.