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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewis Center, OH

Every SEC-registered investment adviser representative at a firm office in Lewis Center, with the firms that employ the most of them.

The short answer

17 registered advisors work in Lewis Center; the most are at J.P. Morgan Securities LLC (4). 2 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Lewis Center

FirmAdvisors in Lewis Center
J.P. Morgan Securities LLC news4
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Bigby Financial Planning, LLC1
Brooklyn Fi, LLC1
Chapters To Wealth1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
Park Avenue Securities LLC1
Pfs Investments Inc.1
Stratos Wealth Partners, Ltd.1

Advisors in Lewis Center, A to Z

CFP advisors in Lewis Center →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Lewis Center, OH?

17 investment adviser representatives are registered at firm offices in Lewis Center, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lewis Center?

J.P. Morgan Securities LLC, with 4 registered advisors in Lewis Center, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Lewis Center?

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.