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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Happy Valley, OR

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

16 registered advisors work in Happy Valley; the most are at Edward Jones (5). 0 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Happy Valley

FirmAdvisors in Happy Valley
Edward Jones news5
J.P. Morgan Securities LLC news2
Osaic Wealth, Inc. news2
State Farm Investment Management Corp.2
Integrity Investing1
LPL Financial LLC news1
Madrona Wealth Management LLC1
Morgan Stanley news1
Western Wealth Management LLC1

Advisors in Happy Valley, A to Z

Search all of Oregon →

Other cities in Oregon

All of Oregon →

Portland 1,204Lake Oswego 558Bend 303Eugene 282Tigard 172Salem 171Beaverton 144Medford 111Grants Pass 74Hillsboro 74Clackamas 73Corvallis 72West Linn 59Gresham 43Oregon City 42Springfield 42Tualatin 42Roseburg 36Ashland 34Albany 29Jacksonville 26Wilsonville 26Canby 25Klamath Falls 23

Questions

How many financial advisors are in Happy Valley, OR?

16 investment adviser representatives are registered at firm offices in Happy Valley, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Happy Valley?

Edward Jones, with 5 registered advisors in Happy Valley, followed by J.P. Morgan Securities LLC with 2.

How do I check a financial advisor in Happy Valley?

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.