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Financial ADVSR advisor directory · SEC adviser records

Edward Jones financial advisors in Oconomowoc, WI

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

The short answer

3 registered advisors work at Edward Jones in Oconomowoc, out of 21,461 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Edward Jones advisors in Oconomowoc, A to Z

Every Edward Jones advisor →

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 1,691Maryland 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 Oconomowoc

All Oconomowoc advisors →

Robert W. Baird & Co. Incorporated 12Packerland Brokerage Services, Inc. 7Thrivent Investment Management Inc. 5Ameriprise Financial Services, LLC 3Belpointe Asset Management LLC 3LPL Financial LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Edward Jones have in Oconomowoc?

3 investment adviser representatives are registered at Edward Jones offices in Oconomowoc, 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 Oconomowoc?

Edward Jones ranks number 6 in Oconomowoc by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 12.

How do I check a Edward Jones advisor in Oconomowoc?

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.