Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Westerville, OH
Every SEC-registered investment adviser representative at a Edward Jones office in Westerville, A to Z.
10 registered advisors work at Edward Jones in Westerville, out of 21,459 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 10 are also registered broker representatives.
Edward Jones advisors in Westerville, A to Z
Every Edward Jones advisor →- Doug P. BatesAlso a broker rep
- Lincoln BullockAlso a broker rep
- Timothy A. BullockCertified Financial Planner · Also a broker rep
- Dan C. JayAlso a broker rep
- Patrick J. McHaleCertified Financial Planner · Also a broker rep
- Orrin J. NordstromAlso a broker rep
- Alexis I. PennypackerAlso a broker rep
- Ronald N. Riebe Jr.Also a broker rep
- Charles SprungerAlso a broker rep
- Rachel H. UnangstAlso a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Westerville
All Westerville advisors →LPL Financial LLC 19Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3
Questions
How many financial advisors does Edward Jones have in Westerville?
10 investment adviser representatives are registered at Edward Jones offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 2 list the CFP designation and 10 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Westerville?
Edward Jones ranks number 2 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.
How do I check a Edward Jones advisor in Westerville?
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.