PEOPLE BEHIND THE PLAN
Stockbrokers & advisors.
Find people and firms. Check registration. Contact them directly.
Historical records and sourced profiles. Confirm current credentials and services.
532 matching profiles
Page 21 of 45Johnson Chikadibia Uwamanzu-Nna
Edward Jones
Saint James, New YorkCRD #7259323Jonathan Bruce Kaplan
Edward Jones
Wallingford, ConnecticutCRD #2441413Jonathan David Walker
Edward Jones
New York, New YorkCRD #2561270Jonathan Edward Wordingham
Edward Jones
Ontario, New YorkCRD #6253021Jonathan L. Glaser
Edward Jones
Yorktown Heights, New YorkCRD #5644843Jonathan Marc Baron
Edward Jones
Fairfield, ConnecticutCRD #5075226Jose Humberto Monroy
Edward Jones
Scotch Plains, New JerseyCRD #5145342Joseph Andrew Borelli
Edward Jones
North Haven, ConnecticutCRD #7224982Sources, ordering and what to verify
The directory currently includes 63,615 historical records. Its original as-of date is unknown; imported September 23, 2026. Historical firm, location, contact and license fields may be out of date. They do not establish current registration or availability.
Linked professional profiles appear first, alphabetically by name; historical records follow in source order. Fincadia and other firms use the same search filters. No placement is a recommendation or quality ranking. Confirmed matching CRD numbers are merged into the sourced profile; a name alone is not an identity match.
Use FINRA BrokerCheck and SEC IAPD to check the person, current firm, registrations and disclosures. A financial advisor may not offer brokerage or stock-trading services. Ask about the capacity in which they will serve you, fees, conflicts and Form CRS.
Listings do not imply that a professional participates in FOMO. Contact links go directly to the listed destination. Requests submitted to FOMO stay with the FOMO team unless you separately authorize an introduction. Site disclosures.
MAKE THE FIRST CONVERSATION COUNT
Before you open an account.
Services & authority
Do you offer brokerage, ongoing investment advice, or both? Who makes trading decisions, and where are my assets held?
Costs & conflicts
What will I pay in total? Ask about commissions, advisory fees, product costs and any compensation tied to your choices.
Registration & fit
Check the exact person and legal firm in official records. Ask which states and services their registrations cover and review disclosures.
