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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vandalia, OH

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

11 registered advisors work in Vandalia; the most are at Edward Jones (2). 1 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Vandalia

FirmAdvisors in Vandalia
Edward Jones news2
J.P. Morgan Securities LLC news2
Sound Financial Investment Management, LLC2
State Farm Investment Management Corp.2
Key Investment Services LLC1
Osaic Wealth, Inc. news1
Thrivent Investment Management Inc.1

Advisors in Vandalia, A to Z

CFP advisors in Vandalia →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102

Questions

How many financial advisors are in Vandalia, OH?

11 investment adviser representatives are registered at firm offices in Vandalia, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Vandalia?

Edward Jones, with 2 registered advisors in Vandalia, followed by J.P. Morgan Securities LLC with 2.

How do I check a financial advisor in Vandalia?

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.