Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in South Jordan, UT
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in South Jordan, A to Z.
The short answer
15 registered advisors work at Osaic Wealth, Inc. in South Jordan, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 15 are also registered broker representatives.
Osaic Wealth, Inc. advisors in South Jordan, A to Z
Every Osaic Wealth, Inc. advisor →- Cortney J. AlbaneseAlso a broker rep
- Mana AngilauCertified Financial Planner · Also a broker rep
- Les L. Barber Jr.Also a broker rep
- Samuel C. ClarkAlso a broker rep
- Tyler M. EhningerCertified Financial Planner · Also a broker rep
- Steven C. FullmerAlso a broker rep
- Joshua P. HarperAlso a broker rep
- Kevin C. HuntAlso a broker rep
- Casey D. KotterCertified Financial Planner · Also a broker rep
- Todd P. McChesneyChartered Financial Consultant · Also a broker rep
- Brandon M. NelsonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Brooks E. RingerAlso a broker rep
- Quinn RingerAlso a broker rep
- Robert S. ThomasAlso a broker rep
- Robert M. WoodsAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in South Jordan
All South Jordan advisors →Morgan Stanley 88Diversify Advisory Services, LLC 57Diversify Wealth Management, LLC 37Strategic Advisers LLC 30Elysium Wealth Management, LLC 13LPL Financial LLC 12Edward Jones 9Wealthspire Retirement Advisory 9Transamerica Financial Advisors, LLC 8Equity Services, Inc. 6Ameriprise Financial Services, LLC 5Ashworth Wealth, LLC 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in South Jordan?
15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in South Jordan, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 4 list the CFP designation and 15 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in South Jordan?
Osaic Wealth, Inc. ranks number 5 in South Jordan by registered advisors; Morgan Stanley has the most, with 88.
How do I check a Osaic Wealth, Inc. advisor in South Jordan?
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 Osaic Wealth, Inc. 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.