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Edward Jones financial advisors in Lake Geneva, WI
Every SEC-registered investment adviser representative at a Edward Jones office in Lake Geneva, A to Z.
The short answer
3 registered advisors work at Edward Jones in Lake Geneva, out of 21,461 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Lake Geneva, A to Z
Every Edward Jones advisor →- Sheila M. BroderickAlso a broker rep
- Steven J. LoisAlso a broker rep
- Grant SeitzAlso a broker rep
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Edward Jones advisors in other cities
St. Louis, MO 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42
Other firms in Lake Geneva
All Lake Geneva advisors →Questions
How many financial advisors does Edward Jones have in Lake Geneva?
3 investment adviser representatives are registered at Edward Jones offices in Lake Geneva, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Lake Geneva?
Edward Jones ranks number 3 in Lake Geneva by registered advisors; Form Wealth Advisors, LLC has the most, with 7.
How do I check a Edward Jones advisor in Lake Geneva?
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.