Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Upper Arlington, OH
Every SEC-registered investment adviser representative at a Edward Jones office in Upper Arlington, A to Z.
4 registered advisors work at Edward Jones in Upper Arlington, out of 22,426 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Edward Jones advisors in Upper Arlington, A to Z
Every Edward Jones advisor →- Bradley BoeckmannAlso a broker rep
- Caitlin M. DavisCertified Financial Planner · Also a broker rep
- Fiona J. MinichAlso a broker rep
- Fred J. MinichCertified Financial Planner · Also a broker rep
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Edward Jones advisors in other cities
St. Louis, MO 1,789Maryland Heights, MO 211St Louis, MO 116Austin, TX 77Tempe, AZ 72Houston, TX 70Raleigh, NC 70Overland Park, KS 64Seattle, WA 63San Antonio, TX 57Lincoln, NE 49Colorado Springs, CO 48Dallas, TX 47Chesterfield, MO 43Greenville, SC 43
Other firms in Upper Arlington
All Upper Arlington advisors →Tcp Asset Management, LLC 13Northwestern Mutual Investment Services, LLC 11J.P. Morgan Securities LLC 6LPL Financial LLC 3
Questions
How many financial advisors does Edward Jones have in Upper Arlington?
4 investment adviser representatives are registered at Edward Jones offices in Upper Arlington, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Upper Arlington?
Edward Jones ranks number 4 in Upper Arlington by registered advisors; Tcp Asset Management, LLC has the most, with 13.
How do I check a Edward Jones advisor in Upper Arlington?
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.