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Financial ADVSR advisor directory · SEC adviser records

Edward Jones financial advisors in Middleton, WI

Every SEC-registered investment adviser representative at a Edward Jones office in Middleton, A to Z.

5 registered advisors work at Edward Jones in Middleton, out of 21,459 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Edward Jones advisors in Middleton, A to Z

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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 Middleton

All Middleton advisors →

Morgan Stanley 30Ameriprise Financial Services, LLC 18Savant Wealth Management 14Strategic Advisers LLC 13Jacobson & Schmitt Advisors, LLC 10Canopy Wealth Management 8LPL Financial LLC 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Milestone Investment Advisors, LLC 5Googins Advisors, Inc. 4

Questions

How many financial advisors does Edward Jones have in Middleton?

5 investment adviser representatives are registered at Edward Jones offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Edward Jones one of the largest advisor employers in Middleton?

Edward Jones ranks number 11 in Middleton by registered advisors; Morgan Stanley has the most, with 30.

How do I check a Edward Jones advisor in Middleton?

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.