Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in De Pere, WI
Every SEC-registered investment adviser representative at a Edward Jones office in De Pere, A to Z.
The short answer
9 registered advisors work at Edward Jones in De Pere, out of 21,459 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.
Edward Jones advisors in De Pere, A to Z
Every Edward Jones advisor →- Bart S. MiltonAlso a broker rep
- Cade T. MiltonAlso a broker rep
- Cole MiltonAlso a broker rep
- Anthony G. NaniotAlso a broker rep
- Kal E. OverlienAlso a broker rep
- Bobbi-Sue T. SmitsAlso a broker rep
- David T. WendlandCertified Financial Planner · Also a broker rep
- James WendlandAlso a broker rep
- Michael WinterCertified Financial Planner · Also 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 De Pere
All De Pere advisors →Ameriprise Financial Services, LLC 23Creative Planning 6Northwestern Mutual Investment Services, LLC 6MML Investors Services, LLC 5N.E.W. Advisory Services, LLC 4Equitable Advisors, LLC 3LPL Financial LLC 3
Questions
How many financial advisors does Edward Jones have in De Pere?
9 investment adviser representatives are registered at Edward Jones offices in De Pere, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in De Pere?
Edward Jones ranks number 2 in De Pere by registered advisors; Ameriprise Financial Services, LLC has the most, with 23.
How do I check a Edward Jones advisor in De Pere?
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.