Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Appleton, WI
Every SEC-registered investment adviser representative at a Edward Jones office in Appleton, A to Z.
10 registered advisors work at Edward Jones in Appleton, out of 22,426 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.
Edward Jones advisors in Appleton, A to Z
Every Edward Jones advisor →- Stephanie J. BrandtAlso a broker rep
- Aubrey A. ClarkCertified Financial Planner · Also a broker rep
- Andrew FleekAlso a broker rep
- Stephanie A. KobinCertified Financial Planner · Also a broker rep
- Holly A. MrstikCertified Financial Planner · Also a broker rep
- Jaime S. PhillipsAlso a broker rep
- Nicolas J. SchaalmaAlso a broker rep
- Boyd J. ScottAlso a broker rep
- Jeffrey B. ScottAlso a broker rep
- Kip R. WenningerAlso 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 1,789Maryland Heights, MO 211St Louis, MO 116Austin, TX 77Tempe, AZ 72Houston, TX 70Raleigh, NC 70Overland Park, KS 64Seattle, WA 63San Antonio, TX 57Lincoln, NE 49Colorado Springs, CO 48Dallas, TX 47Chesterfield, MO 43Greenville, SC 43
Other firms in Appleton
All Appleton advisors →Thrivent Investment Management Inc. 80Gateway Wealth Partners, LLC 50LPL Financial LLC 36Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 16Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9Pfs Investments Inc. 9McGlone Suttner Wealth Management, Inc. 8
Questions
How many financial advisors does Edward Jones have in Appleton?
10 investment adviser representatives are registered at Edward Jones offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 22,426 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Appleton?
Edward Jones ranks number 9 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 80.
How do I check a Edward Jones advisor in Appleton?
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.