Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Bend, OR
Every SEC-registered investment adviser representative at a Edward Jones office in Bend, A to Z.
14 registered advisors work at Edward Jones in Bend, out of 21,459 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 14 are also registered broker representatives.
Edward Jones advisors in Bend, A to Z
Every Edward Jones advisor →- Daniel S. BertholetAlso a broker rep
- Eric CarmichaelAlso a broker rep
- Kathleen E. GaughanCertified Financial Planner · Also a broker rep
- Kenneth C. HaddenCertified Financial Planner · Also a broker rep
- Traci L. KingAlso a broker rep
- Heather A. LewisChartered Financial Analyst · Also a broker rep
- Nicholas R. MillerCertified Financial Planner · Also a broker rep
- John A. MorganAlso a broker rep
- Kasey D. NaugherAlso a broker rep
- Mark A. SchangCertified Financial Planner · Also a broker rep
- Aaron J. ThompsonAlso a broker rep
- Megan UhtAlso a broker rep
- Travis M. WaitonChartered Financial Consultant · Also a broker rep
- Timothy WestAlso 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 Bend
All Bend advisors →LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5Stratos Wealth Partners, Ltd. 5
Questions
How many financial advisors does Edward Jones have in Bend?
14 investment adviser representatives are registered at Edward Jones offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 4 list the CFP designation and 14 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Bend?
Edward Jones ranks number 6 in Bend by registered advisors; LPL Financial LLC has the most, with 20.
How do I check a Edward Jones advisor in Bend?
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.