Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in West Bend, WI
Every SEC-registered investment adviser representative at a Edward Jones office in West Bend, A to Z.
5 registered advisors work at Edward Jones in West Bend, out of 21,459 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Edward Jones advisors in West Bend, A to Z
Every Edward Jones advisor →- Ryan GonzalezAlso a broker rep
- Garrett KindelspireAlso a broker rep
- Alexis KopeckyAlso a broker rep
- Travis M. SuritaCertified Financial Planner · Also a broker rep
- Nicholas J. WalschinskiChartered Financial Consultant · 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 West Bend
All West Bend advisors →Wells Fargo Advisors Financial Network, LLC 22Stifel, Nicolaus & Company, Incorporated 13Robert W. Baird & Co. Incorporated 11LPL Financial LLC 10Thrivent Investment Management Inc. 7Client First Investment Management LLC 5Commonwealth Financial Network 3
Questions
How many financial advisors does Edward Jones have in West Bend?
5 investment adviser representatives are registered at Edward Jones offices in West Bend, 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 West Bend?
Edward Jones ranks number 7 in West Bend by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 22.
How do I check a Edward Jones advisor in West Bend?
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.