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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Xenia, OH

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

21 registered advisors work in Xenia; the most are at James Investment Research Inc. (6). 1 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Xenia

FirmAdvisors in Xenia
James Investment Research Inc.6
Edward Jones news5
Cambridge Investment Research Advisors, Inc. news3
Concurrent Investment Advisors, LLC news1
Fifth Third Securities, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Truly Prosper Financial Planning LLC1

Advisors in Xenia, A to Z

CFP advisors in Xenia →

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 Xenia, OH?

21 investment adviser representatives are registered at firm offices in Xenia, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Xenia?

James Investment Research Inc., with 6 registered advisors in Xenia, followed by Edward Jones with 5.

How do I check a financial advisor in Xenia?

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.