E*TRADE Advisor Services Employee Directory

Financial ServicesUnited States51-200 Employees

E*TRADE Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). E*TRADE Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures.

Find E*TRADE Advisor Services employees' phone numbers or email addresses

E*TRADE Advisor Services Global Highlights

North America
67

United States Of America
66
Canada
1

Europe
2

Moldova
1
France
1

Oceania
1

New Zealand
1

E*TRADE Advisor Services's Leadership

J. M.
Chief Executive Officer
Mobile Phone
Email
J. D.
Associate Vice President -Tax Reporting/Cost Basis/Operations Manager
Mobile Phone
Email
D. T.
Director
Mobile Phone
Email
W. S.
Director Of Host System Architecture
Mobile Phone
Email
K. G.
Senior Product Manager
Mobile Phone
Email
N. B.
Senior Manager, Trading
Mobile Phone
Email
J. B.
Product Owner
Mobile Phone
Email
K. H.
Manager
Mobile Phone
Email

E*TRADE Advisor Services Employee Metrics

100%

50%

2025

2024

Analytics
Engineering
Finance
Operations
Information Technology
Other
Administrative
Product Management
Support
Customer Success

Contact profiles from E*TRADE Advisor Services

Name

Title

Contact Info

Location

Last Update

J. M.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
J. D.
Associate Vice President -Tax Reporting/Cost Basis/Operations Manager
Mobile Phone
Email
Aug 11, 2025
D. T.
Director
Mobile Phone
Email
United StatesColorado
Aug 12, 2025
W. S.
Director Of Host System Architecture
Mobile Phone
Email
United StatesColorado
Jul 17, 2025
K. G.
Senior Product Manager
Mobile Phone
Email
United StatesColorado
Jul 18, 2025
N. B.
Senior Manager, Trading
Mobile Phone
Email
United StatesColorado
Oct 19, 2025
J. B.
Product Owner
Mobile Phone
Email
United StatesColorado
Oct 20, 2025
K. H.
Manager
Mobile Phone
Email
United StatesColorado
Jul 18, 2025
J. M.
Relationship Manager
Mobile Phone
Email
Sep 09, 2025
E. E.
Technical Facilities Manager
Mobile Phone
Email
United StatesFlorida
Oct 22, 2025

Frequently Asked Questions

What is E*TRADE Advisor Services known for?

E*TRADE Advisor Services operates in the Financial Services industry. The company's main headquarters is located in 7103 South Revere Parkway, Centennial, Colorado 80112, US; you can contact the main corporate office by phone at

+1-800-955-****

. Explore E*TRADE Advisor Services's company overview page for more information.

What is E*TRADE Advisor Services's most common email format?

E*TRADE Advisor Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more E*TRADE Advisor Services email formats with LeadIQ.

How many employees does E*TRADE Advisor Services have currently?

E*TRADE Advisor Services has approximately 95 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are E*TRADE Advisor Services's key employees and leadership?

As of October 2025, E*TRADE Advisor Services's key employees include:

Chief Executive Officer: J. M.
Associate Vice President -Tax Reporting/Cost Basis/Operations Manager: J. D.
Director: D. T.
Director Of Host System Architecture: W. S.
Senior Product Manager: K. G.

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