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List of Financial planners in San Jose
There are 888 Financial planners in San Jose as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 304 Financial planners which is 34.23% of all Financial planners in San Jose are single-owner operations, while the remaining 584 which is 65.77% are part of larger brands. Average age of Financial planners in San Jose is 7 years and 1 months.Financial planners are also establishing a strong digital presence across various platforms: 522 have LinkedIn profiles, 363 have Facebook Pages, 170 are active on Instagram, 425 have X (formerly Twitter) handles, 3 are on TikTok, and 294 have YouTube channels. About 790 Financial planners have their own website and the remaining 98 don’t have their own website.
- 888
Number of Financial planners
- 240
Email addresses
- 873
Phone numbers
- 790
With Websites
- 522
LinkedIn Profiles
- 363
Facebook Profiles
- 170
Instagram Handles
- 425
X Handles
- 3
TikTok Profiles
- 294
YouTube Channels
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Download list of Financial planners in San Jose
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America (with Drive-thru ATM) | Address | San Jose | California | United States | Phone | 22 | 2.6 | Link | ||||||
| Spencer D Crume - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | San Jose | California | United States | Phone | 0 | 0 | Link | ||||||
| Heckman Financial & Insurance Services Inc-HFIS | Address | San Jose | California | United States | Phone | 10 | 4.7 | Link | ||||||
| Bank of America Financial Center | Address | San Jose | California | United States | Phone | 25 | 2.3 | Link | ||||||
| Bank of America Financial Center | Address | San Jose | California | United States | Phone | 35 | 2.8 | Link | ||||||
| Raymond James | Address | San Jose | California | United States | Phone | 0 | 0 | Link | ||||||
| Bank of America ATM | Address | San Jose | California | United States | Phone | 2 | 2.5 | Link | ||||||
| Bank of America ATM | Address | San Jose | California | United States | Phone | 9 | 4.3 | Link | ||||||
| Bank of America ATM | Address | San Jose | California | United States | Phone | 7 | 2.1 | Link | ||||||
| Bank of America (with Drive-thru ATM) | Address | San Jose | California | United States | Phone | 59 | 2.7 | Link |
[
{
"name": "Bank of America (with Drive-thru ATM)",
"address": "22**********",
"phone": "********4781",
"email": "je***@ml****",
"lat": 37.3782523,
"lng": -122.1137089,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.6,
"rating_count": 22,
"category_name": "Financial planners,Financial consultants,Banks"
},
{
"name": "Spencer D Crume - Associate Financial Advisor, Ameriprise Financial Services, LLC",
"address": "39**********",
"phone": "********9220",
"email": "Sp**********@am******",
"lat": 37.3855295,
"lng": -121.9724395,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Heckman Financial & Insurance Services Inc-HFIS",
"address": "33**********",
"phone": "********9800",
"email": "er*********@We**********",
"lat": 37.3343144,
"lng": -121.8961564,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 4.7,
"rating_count": 10,
"category_name": "Financial planners,Investment services,Insurance agencies,Tax preparation services,Financial consultants,National tax services"
},
{
"name": "Bank of America Financial Center",
"address": "29**********",
"phone": "********7801",
"email": "ba******@ml****",
"lat": 37.2714823,
"lng": -121.9069206,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.3,
"rating_count": 25,
"category_name": "Banks,Financial consultants,Financial planners"
},
{
"name": "Bank of America Financial Center",
"address": "20**********",
"phone": "********9560",
"email": "sh**********@ml****",
"lat": 37.2627946,
"lng": -121.9335783,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.8,
"rating_count": 35,
"category_name": "Banks,Financial consultants,Financial planners"
},
{
"name": "Raymond James",
"address": "51**********",
"phone": "********5280",
"email": "su*****@In**********",
"lat": 37.2876554,
"lng": -121.9486809,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Bank of America ATM",
"address": "29**********",
"phone": "********8500",
"email": "ch**********@ml****",
"lat": 37.3237662,
"lng": -121.9449283,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.5,
"rating_count": 2,
"category_name": "ATMs,Financial consultants,Financial planners"
},
{
"name": "Bank of America ATM",
"address": "26**********",
"phone": "********8500",
"email": "ra*******@ml****",
"lat": 37.3859926,
"lng": -121.9288388,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 4.3,
"rating_count": 9,
"category_name": "ATMs,Financial planners,Financial consultants"
},
{
"name": "Bank of America ATM",
"address": "10**********",
"phone": "********8500",
"email": "mo*********@ml****",
"lat": 37.3824515,
"lng": -121.8976252,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.1,
"rating_count": 7,
"category_name": "ATMs,Financial consultants,Financial planners"
},
{
"name": "Bank of America (with Drive-thru ATM)",
"address": "26**********",
"phone": "********6150",
"email": "ke*******@ml****",
"lat": 37.3885599,
"lng": -121.857195,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Jose",
"star_count": 2.7,
"rating_count": 59,
"category_name": "Banks,Financial consultants,Financial planners"
}
]Loading...
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How many Financial planners are there in San Jose?
There are a total of 888 Financial planners in San Jose as of October 15, 2025.
List of Financial planners in San Jose with Social Media Accounts
363
Facebook Profiles
170
Instagram Handles
522
LinkedIn Profiles
425
X Handles
3
TikTok Profiles
294
YouTube Channels
Download sales qualified leads of Financial planners in the San Jose
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in San Jose with/without Website
Download the list of Financial planners in San Jose as of October 15, 2025 with and without website information.
790
Number of Financial planners in San Jose with website
98
Number of Financial planners in San Jose without website
List of Financial planners in San Jose By Ratings
Download the data of the number of star-rated Financial planners in San Jose as of October 15, 2025.
14
Number of 1 star-rated Financial planners in San Jose
9
Number of 2 star-rated Financial planners in San Jose
77
Number of 3 star-rated Financial planners in San Jose
41
Number of 4 star-rated Financial planners in San Jose
129
Number of 5 star-rated Financial planners in San Jose
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The total number of Financial planners in San Jose is 888.
Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in San Jose at an affordable price.
You can download the complete dataset of sales qualified leads of Financial planners in San Jose once you purchase it.
Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.
You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in San Jose dataset costs $99.
There are 873 Financial planners in San Jose with phone numbers.
There are 240 Financial planners in San Jose with email addresses.
There are 356 Financial planners in San Jose with both phone numbers and email lists.
There are 522 Financial planners in San Jose with LinkedIn Profiles.
There are 363 Financial planners in San Jose with Facebook Profiles.
There are 170 Financial planners in San Jose with Instagram Handles.
There are 425 Financial planners in San Jose with X Handles.
There are 3 Financial planners in San Jose with TikTok Profiles.
There are 294 Financial planners in San Jose with YouTube Channels.
The total count of Financial planners in San Jose with a website is 790.
The total count of Financial planners in San Jose without a website is 98.
There are 129 5-star rated Financial planners in San Jose.
There are 41 4-star rated Financial planners in San Jose.
There are 77 3-star rated Financial planners in San Jose.
There are 9 2-star rated Financial planners in San Jose.
There are 14 1-star rated Financial planners in San Jose.
The average age of Financial planners in San Jose is 7 years and 1 months.
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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.
Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.
The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.