AdFi

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+)
JA

Jack A Smithwick Jr

Louisiana·CRD #1744899
Dual-registered

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

Experience
39 yrs
States
3
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jack Azar

California·CRD #1392551
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jack Beiter

Texas·CRD #8149623
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
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JB

Jack Bernard Robel

Washington·CRD #7277729
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JB

Jack Boltman

New York·CRD #7486104
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jack Boyd Henschel

Minnesota·CRD #6982554
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Hourly / Flat Fee / Other
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JB

Jack Buchanan Destefano

Connecticut·CRD #6665971
Dual-registered

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

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jack Burns

California·CRD #7323663
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
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JC

Jack Calvin Klunder

Michigan·CRD #6973686
IA Rep

Investment Adviser Rep at CENTENNIAL WEALTH ADVISORY, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
View profile
JC

Jack Cambon

California·CRD #7086347
Dual-registered

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

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jack Charles Graham

Illinois·CRD #7885365
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jack Charles Kaplan

New York·CRD #1941012
IA Rep

Investment Adviser Rep at CARRET ASSET MANAGEMENT, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Performance-based
View profile
JC

Jack Chartier

Michigan·CRD #7801866
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jack Chite

New York·CRD #1160338
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
43 yrs
States
3
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
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JC

Jack Christian Sandahl

North Carolina·CRD #8248165
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jack Christopher Tater

Colorado·CRD #7241195
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jack Christopher Wolter

Illinois·CRD #7190033
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jack Clinton Hall

New Mexico·CRD #2674568
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
30 yrs
States
3
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jack Conger Cardwell

Texas·CRD #6339493
IA Rep

Investment Adviser Rep at GREENRIDGE GROWTH PARTNERS

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
JC

Jack Cunningham

South Carolina·CRD #2157013
Dual-registered

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

Experience
31 yrs
States
1
Exams
7
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Daniel Burk

Florida·CRD #4814841
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
22 yrs
States
3
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JD

Jack David Buncy

New York·CRD #8110298
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jack David Czeszewski

Illinois·CRD #7013982
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack David Feyereisn

Minnesota·CRD #7719426
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
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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