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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
EJ

Edward John Kotak Jr.

New York·CRD #6122803
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EJ

Edward John Morehouse Jr

New York·CRD #2656552
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Edward John Rusnak Jr

Tennessee·CRD #4215547
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
EJ

Edward John Sempek

Nebraska·CRD #5559497
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
View profile
EJ

Edward John Wells

Arizona·CRD #2821706
Dual-registered

Dual-registered at NBC SECURITIES, INC.

Experience
30 yrs
States
19
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
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EJ

Edward John Zobian

Pennsylvania·CRD #2847951
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
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EJ

Edward John Zwickl

California·CRD #8012978
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EJ

Edward Jonathan McLellan

Arizona·CRD #2850776
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EJ

Edward Jonathon Lebeau

California·CRD #2483308
Dual-registered

Dual-registered at DYNAMIC

Experience
32 yrs
States
1
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
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EJ

Edward Jones

Tennessee·CRD #2869753
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
7
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EJ

Edward Jordanich

Indiana·CRD #4540789
Dual-registered

Dual-registered at &PARTNERS

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
EJ

Edward Joseph Barfield

Missouri·CRD #4257082
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
EJ

Edward Joseph Barnes

Pennsylvania·CRD #3022178
Dual-registered

Dual-registered at BLBB ADVISORS

Experience
28 yrs
States
1
Exams
2
Since
1998
Fee
AUM / Flat Fee / Other
View profile
EJ

Edward Joseph Bell

Ohio·CRD #4375773
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
27 yrs
States
1
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
EJ

Edward Joseph Bosch Jr

Kentucky·CRD #2292022
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
33 yrs
States
1
Exams
4
Since
1993
Fee
AUM / Hourly / Flat Fee / Other
View profile
EJ

Edward Joseph Canty

Florida·CRD #6923177
IA Rep

Investment Adviser Rep at CANTY FINANCIAL MANAGEMENT, INC.

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Hourly
View profile
EJ

Edward Joseph Carney III

Louisiana·CRD #1047401
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
44 yrs
States
2
Exams
5
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Edward Joseph Chandler

Illinois·CRD #4239281
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Flat Fee
View profile
EJ

Edward Joseph Chiha Jr

New York·CRD #3161562
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Edward Joseph Cogan Mr.

California·CRD #4786609
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Edward Joseph Cwalina

Pennsylvania·CRD #1123493
Dual-registered

Dual-registered at HORSE COVE PARTNERS LLC

Experience
42 yrs
States
1
Exams
6
Since
1984
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
EJ

Edward Joseph Finley II

Virginia·CRD #5451245
Dual-registered

Dual-registered at ARROW WEALTH ADVISORY LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
Flat Fee
View profile
EJ

Edward Joseph Hogan III

California·CRD #1859508
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
38 yrs
States
3
Exams
4
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Edward Joseph Kohlhepp Jr

Pennsylvania·CRD #2814743
Dual-registered

Dual-registered at KOHLHEPP INVESTMENT ADVISORS, LTD.

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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