Financial advisors in Jacksonville, OR

26 match

Christopher Heckenkamp
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ekaterina Kostenko
Financial advisor at Practice Financial Group
Practice Financial Group · $436.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Leroy
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Jones
Financial advisor at Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions · $227.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Caswell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Fiegi
Financial advisor at Practice Financial Group
Practice Financial Group · $436.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Niedwick
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tanner Woolley
Financial advisor at Practice First Investment Advisors LLC
Practice First Investment Advisors LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Lewellyn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andreas Steven
Financial advisor at Practice Financial Group
Practice Financial Group · $436.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Roa
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Asa Clark
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bart Lewellyn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brooke Ashland
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carol Fischer
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dean Russo
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ellery Barney
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Loyd
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Hilyard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Lu
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madison Raffensperger
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Patten
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Swanson
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Yungen
Financial advisor at Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions · $227.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Caughell
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Twinkle Fitzgerald
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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 Jacksonville, OR

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 Jacksonville, OR.

How this list works

Before you hire an advisor in Jacksonville, OR