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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Townsend, WA

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

The short answer

10 registered advisors work in Port Townsend; the most are at Edward Jones (4). 2 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Port Townsend

FirmAdvisors in Port Townsend
Edward Jones news4
Commonwealth Financial Network news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Olympic Financial Advisors, LLC1
U.S. Bancorp Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Port Townsend, A to Z

CFP advisors in Port Townsend →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66

Questions

How many financial advisors are in Port Townsend, WA?

10 investment adviser representatives are registered at firm offices in Port Townsend, Washington, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Port Townsend?

Edward Jones, with 4 registered advisors in Port Townsend, followed by Commonwealth Financial Network with 1.

How do I check a financial advisor in Port Townsend?

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.