Financial advisors in Jenkintown, PA

79 match · page 2 of 3

Eliza McDevitt
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Ericka Neville
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Erin Cresko
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Francis Blust
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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George Schwartz
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Gershon Trimpol
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Grace Loveland
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Hilary Blust
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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James Fisher
Financial advisor at The Aranda Group Advisors, LLC
The Aranda Group Advisors, LLC · $233.7M AUM
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James Lee
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jeffrey Margolies
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Joanne Keller
Financial advisor at The Aranda Group Advisors, LLC
The Aranda Group Advisors, LLC · $233.7M AUM
VerifiedFinancial planning
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John Mawson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jose Vasquez
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Joseph Chiarantona
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Joshua Surkin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Karim Rezqui
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Katherine Vasquez
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Keith Marlowe
Financial advisor at Awh Financial, LLC
Awh Financial, LLC
Verified
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Keristen Bazile
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Kevin Carr
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Kevin Gibson
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
VerifiedFinancial planning
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Kristin Jones
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Kyle Mallach
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Lance Rultenberg
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Lisa McHugh
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Mark Inserra
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Matthew Schell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Matthew Steinberg
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Mianicole Brinkley
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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 Jenkintown, PA

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.

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Financial advisors in Jenkintown, PA.

How this list works

Before you hire an advisor in Jenkintown, PA