Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Newtown, PA
Every SEC-registered investment adviser representative at a Edward Jones office in Newtown, A to Z.
6 registered advisors work at Edward Jones in Newtown, out of 21,459 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Edward Jones advisors in Newtown, A to Z
Every Edward Jones advisor →- Daniel J. Cooney Jr.Also a broker rep
- Bharminder S. GillAlso a broker rep
- Lori A. HoppmannCertified Financial Planner · Also a broker rep
- Melanie B. JimenezAlso a broker rep
- David J. SamachsonCertified Financial Planner · Also a broker rep
- Harvey M. SamachsonAlso 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 Newtown
All Newtown advisors →UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5Great Valley Advisor Group, LLC 5
Questions
How many financial advisors does Edward Jones have in Newtown?
6 investment adviser representatives are registered at Edward Jones offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Newtown?
Edward Jones ranks number 8 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.
How do I check a Edward Jones advisor in Newtown?
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.