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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Warren, OH

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

The short answer

24 registered advisors work in Warren; the most are at Edward Jones (4). 3 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Warren

FirmAdvisors in Warren
Edward Jones news4
Ameriprise Financial Services, LLC news3
J.P. Morgan Securities LLC news3
Commonwealth Financial Network news2
LPL Financial LLC news2
Stratos Wealth Partners, Ltd.2
Asendo Wealth Advisory1
Ausdal Financial Partners, Inc.1
Corecap Advisors1
Jim Earl Financial1
Onedigital1
Simplyria Advisor Network1
State Farm Investment Management Corp.1
UBS Financial Services Inc. news1

Advisors in Warren, A to Z

CFP advisors in Warren →

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 Warren, OH?

24 investment adviser representatives are registered at firm offices in Warren, Ohio, 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 Warren?

Edward Jones, with 4 registered advisors in Warren, followed by Ameriprise Financial Services, LLC with 3.

How do I check a financial advisor in Warren?

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.