Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Coos Bay, OR
Every SEC-registered investment adviser representative at a firm office in Coos Bay, with the firms that employ the most of them.
The short answer
17 registered advisors work in Coos Bay; the most are at Morgan Stanley (7). 1 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Coos Bay
Advisors in Coos Bay, A to Z
CFP advisors in Coos Bay →- Megan M. AllenWells Fargo Clearing Services, LLC
- Jared N. BarberEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Taylor L. CribbinsMorgan Stanley
- Pamela C. De JongEdward Jones
- Jason M. FinniganHighroad Wealth Advisors, LLC
- Jayden K. FrankHighroad Wealth Advisors, LLC
- Jill R. FulmerMorgan Stanley
- Jonathan D. HansonMorgan Stanley
- Norman L. HillOsaic Wealth, Inc.
- Erin M. JohnsonEdward Jones
- Jordan D. KongiserMorgan Stanley
- Bradford D. McKeownMorgan Stanley
- John T. NicolausMorgan Stanley
- Joshua S. NicolausMorgan Stanley
- Joshua W. PayneEdward Jones
- Donald E. PeabodyOsaic Wealth, Inc.
- Joshua J. SnoddyHighroad Wealth Advisors, LLC
Other cities in Oregon
All of Oregon →Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23
Questions
How many financial advisors are in Coos Bay, OR?
17 investment adviser representatives are registered at firm offices in Coos Bay, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Coos Bay?
Morgan Stanley, with 7 registered advisors in Coos Bay, followed by Edward Jones with 4.
How do I check a financial advisor in Coos Bay?
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.