Financial advisors in San Jose, CA

104 match · page 2 of 4

Daniel Robinson
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Farkouh
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dennis Laughlin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Duong Tran
Financial advisor at American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc. · $2.33B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dustan Zavatsky
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elaine Manley
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eleonora Tomasello
Financial advisor at Corinthian Wealth Management
Corinthian Wealth Management · $131.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Hansen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Heckman
Financial advisor at Heckman Financial & Insurance Services, Inc.
Heckman Financial & Insurance Services, Inc. · $116.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Stryker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Fane Opperman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gabriel Issa
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Giulio Cannatello
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Young
Financial advisor at Concentrum Wealth Management
Concentrum Wealth Management · $986.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hadi Ahmadi Aval
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Rohn
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Connolly
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Fong
Financial advisor at Concentrum Wealth Management
Concentrum Wealth Management · $986.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeanne Duce
Financial advisor at Jd Financial Fitness LLC
Jd Financial Fitness LLC · $86.3M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Jeffery Fong
Financial advisor at Concentrum Wealth Management
Concentrum Wealth Management · $986.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Froshman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Stewart
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Pomer
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Lownsbury
Financial advisor at Betterwealth LLC
Betterwealth LLC · $659.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joanne Mungall
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jodee Lownsbury
Financial advisor at Betterwealth LLC
Betterwealth LLC · $659.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Kessler
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Carroll
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karra Canum
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Davalos
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in San Jose, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Jose, CA.

How this list works

Before you hire an advisor in San Jose, CA