Edward Jones
15yrs
More experience than 66% of advisors at Edward Jones
Financial advisors in Chula Vista, CA
Looking for a financial advisor in Chula Vista, CA? We list 60 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
60Advisors with offices here
12Median years of experience
90%Fiduciary advisors?
35Firms represented
Largest firms here: Edward Jones (7), Merrill Lynch, Pierce, Fenner & Smith Incorporated (6), Strategic Advisers LLC (4).
Nearby: Bonita, National City, Imperial Beach, Lemon Grove, Spring Valley, Coronado, La Mesa, San Diego.
Berthel Fisher & Company Financial Services
15yrs
More experience than 57% of advisors in Chula Vista
Osaic Wealth
14yrs
More experience than 55% of advisors in Chula Vista
Strategic Advisers
14yrs
More experience than 72% of advisors at Strategic Advisers
J.p. Morgan Securities
13yrs
More experience than 62% of advisors at J.p. Morgan Securities
Edward Jones
12yrs
More experience than 56% of advisors at Edward Jones
U.s. Bancorp Advisors
11yrs
11 years in the industry
Edward Jones
11yrs
More experience than 52% of advisors at Edward Jones
U.s. Bancorp Advisors
11yrs
11 years in the industry
Edward Jones
11yrs
More experience than 51% of advisors at Edward Jones
LPL Enterprise
10yrs
10 years in the industry
Strategic Advisers
10yrs
More experience than 60% of advisors at Strategic Advisers
Merrill Lynch, Pierce, Fenner & Smith
10yrs
10 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
10yrs
10 years in the industry
Raymond James Financial Services Advisors
10yrs
10 years in the industry
Strategic Advisers
9yrs
More experience than 56% of advisors at Strategic Advisers
Integrated Wealth Concepts
9yrs
9 years in the industry
Edward Jones
9yrs
9 years in the industry
J.p. Morgan Securities
8yrs
8 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
8yrs
8 years in the industry
Smith & Wyatt
7yrs
More experience than 50% of advisors at Smith & Wyatt
Primerica Advisors
7yrs
7 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
7yrs
7 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
6yrs
6 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.