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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jacksonville, OR

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

The short answer

26 registered advisors work in Jacksonville; the most are at Cutler Investment Group (12). 9 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Jacksonville

FirmAdvisors in Jacksonville
Cutler Investment Group12
LPL Financial LLC news4
Practice Financial Group4
Edward Jones news2
Jones & Associates Premier Financial Solutions2
Cetera Investment Advisers LLC news1
Practice First Investment Advisors LLC1

Advisors in Jacksonville, A to Z

CFP advisors in Jacksonville →

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 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Jacksonville, OR?

26 investment adviser representatives are registered at firm offices in Jacksonville, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Jacksonville?

Cutler Investment Group, with 12 registered advisors in Jacksonville, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Jacksonville?

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.