Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sherwood, OR
Every SEC-registered investment adviser representative at a firm office in Sherwood, with the firms that employ the most of them.
18 registered advisors work in Sherwood; the most are at J.P. Morgan Securities LLC (2). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Sherwood
| Firm | Advisors in Sherwood |
|---|---|
| J.P. Morgan Securities LLC news | 2 |
| Maxwell Financial Group, Inc. | 2 |
| Osaic Wealth, Inc. news | 2 |
| State Farm Investment Management Corp. | 2 |
| Capital Income Management, LLC | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Edward Jones news | 1 |
| Empowering Finance, LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Pilot Wealth Management | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Sherwood Wealth Management | 1 |
| Strategic Advisers LLC | 1 |
| Trillium Valley Financial Planning | 1 |
Advisors in Sherwood, A to Z
Search all of Oregon →- Douglas J. AlboCapital Income Management, LLC
- Corey C. BealEmpowering Finance, LLC · Certified Financial Planner
- Annemarie R. BookCetera Investment Advisers LLC · Chartered Financial Consultant
- Charles H. BrittonEdward Jones · Certified Financial Planner
- Caryn L. CorbinJ.P. Morgan Securities LLC
- Michael DelgadoState Farm Investment Management Corp.
- Nicholas R. FisherPilot Wealth Management
- Andrew J. GlassnerOsaic Wealth, Inc.
- Kyle D. GreenSherwood Wealth Management · Certified Financial Planner
- Matthew G. HorneJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel W. KutzkeyMaxwell Financial Group, Inc.
- David R. MalmstedtMaxwell Financial Group, Inc.
- Kevin F. MarshallOsaic Wealth, Inc.
- Matthew P. O'BrienMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jordan SchmidtStrategic Advisers LLC
- Philip A. TilpTrillium Valley Financial Planning · Certified Financial Planner
- Richard WargoRaymond James Financial Services Advisors, Inc.
- Terence E. WhiteState Farm Investment Management Corp. · Chartered Financial Consultant
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 Sherwood, OR?
18 investment adviser representatives are registered at firm offices in Sherwood, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Sherwood?
J.P. Morgan Securities LLC, with 2 registered advisors in Sherwood, followed by Maxwell Financial Group, Inc. with 2.
How do I check a financial advisor in Sherwood?
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.