What departments does E*TRADE Advisor Services have?

E*TRADE Advisor Services has employees across 2 departments including Entrepreneurship, Operations.

What is the largest department at E*TRADE Advisor Services?

The largest department at E*TRADE Advisor Services is Entrepreneurship with 1 employees.

Where are E*TRADE Advisor Services employees located globally?

E*TRADE Advisor Services has employees across 4 continents and 5 countries including Turkey, France, United States Of America, Canada, New Zealand.

How has E*TRADE Advisor Services's team size changed over time?

E*TRADE Advisor Services's team has decreased from approximately 138 to 68 employees based on available data.

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E*TRADE Advisor Services Employee Directory

Financial ServicesColorado, United States51-200 Employees

E*TRADE Advisor Services operates in the financial services sector as a provider that supports registered investment advisors. It delivers an integrated offering that combines technology, custody, and practice-management support to help RIAs run their practices more efficiently and manage their clients' financial futures. The focus is on enabling RIAs to coordinate operations, client relationships, and compliance within a single framework.

Based in Centennial, Colorado, the company is a mid-sized entrant in the wealth-management ecosystem. Its primary customers are RIAs seeking an integrated platform and professional support to operate and grow their advisory practices.

E*TRADE Advisor Services Global Highlights

North America
67

United States Of America
66
Canada
1

Asia
1

Turkey
1

Europe
1

France
1

Oceania
1

New Zealand
1

E*TRADE Advisor Services's Leadership

J. M.
Chief Executive Officer
Mobile Phone
Email
L. J.
Principal
Mobile Phone
Email
J. M.
Client Service Advocate
Mobile Phone
Email
T. K.
Coordinator
Mobile Phone
Email

E*TRADE Advisor Services Employee Metrics

100%

50%

2026

2025

Analytics
Engineering
Finance
Operations
Information Technology
Other
Administrative
Product Management
Support
Customer Success
Banking
Community & Social Services
Quality Assurance
Consultant

Contact profiles from E*TRADE Advisor Services

Name

Title

Contact

Location

Last Update

J. M.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
L. J.
Principal
Mobile Phone
Email
Oct 17, 2024
J. M.
Client Service Advocate
Mobile Phone
Email
Jun 29, 2026
T. K.
Coordinator
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is E*TRADE Advisor Services known for?

E*TRADE Advisor Services operates in the Financial Services industry. You can contact E*TRADE Advisor Services's 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 FLast@trustamerica.com. 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 93 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Europe.

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

As of August 2026, E*TRADE Advisor Services's key employees include:

Chief Executive Officer: J. M.
Principal: L. J.
Client Service Advocate: J. M.
Coordinator: T. K.

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E*TRADE Advisor Services Employee Directory

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