Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Mequon, WI
Every SEC-registered investment adviser representative at a Edward Jones office in Mequon, A to Z.
3 registered advisors work at Edward Jones in Mequon, out of 21,459 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Mequon, A to Z
Every Edward Jones advisor →- Susan F. BrotzAlso a broker rep
- Matthew T. ClintonAlso a broker rep
- Laura O. TinsleyAlso 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 Mequon
All Mequon advisors →Robert W. Baird & Co. Incorporated 27Spectrum Investment Advisors, Inc. 21Stifel, Nicolaus & Company, Incorporated 18Morgan Stanley 16RBC Capital Markets, LLC 15Richmond Investment Services LLC 11Lido 9LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 7Charles Schwab & Co., Inc. 6Reinhart Partners, LLC 6Steward Partners Investment Advisory, LLC 6
Questions
How many financial advisors does Edward Jones have in Mequon?
3 investment adviser representatives are registered at Edward Jones offices in Mequon, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Mequon?
Edward Jones ranks number 18 in Mequon by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 27.
How do I check a Edward Jones advisor in Mequon?
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.