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+)
JD

Jack David Pennington

Georgia·CRD #8137709
IA Rep

Investment Adviser Rep at ADVOCACY WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
View profile
JD

Jack David Sharpe

Florida·CRD #1024050
Dual-registered

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

Experience
40 yrs
States
2
Exams
3
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Davis O'Brien

Kansas·CRD #6804668
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jack D Detampel

Florida·CRD #8065032
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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

Jack Demouth

Pennsylvania·CRD #6675726
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Destefano

New Jersey·CRD #5353806
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Devlin Burke

Texas·CRD #7390442
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Digney

Florida·CRD #6738587
Dual-registered

Dual-registered at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jack Donald Butler

Florida·CRD #4133269
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
5
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jack Donald Lynch

Florida·CRD #7780606
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JD

Jack Douglas Horner

North Carolina·CRD #708599
Dual-registered

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

Experience
46 yrs
States
2
Exams
5
Since
1980
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jack Douglas Kilibarda

Wisconsin·CRD #7734293
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jack Douglas Ricker

Tennessee·CRD #7565725
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee
View profile
JD

Jack Dudley Brown

Connecticut·CRD #7614959
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
JD

Jack Dykema

Illinois·CRD #7552196
Dual-registered

Dual-registered at RAI WEALTH

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jack Edward Driscoll

Delaware·CRD #1502576
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
3
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jack Edward Hirschman

Nebraska·CRD #5170636
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
19 yrs
States
4
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JE

Jack Edward Murphy

Minnesota·CRD #7264040
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
JE

Jack Edward Pierce

Illinois·CRD #7566738
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
JE

Jack Edward Schulte

New York·CRD #7599976
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jack Edward Strube III

California·CRD #7639561
Dual-registered

Dual-registered at PEAK FINANCIAL PLANNING

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

Jack Edward Thomas

Florida·CRD #2518292
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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

Jack Edward Wolfgram

Nebraska·CRD #7592774
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jack E Fitzgerald

California·CRD #7353679
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1361 | AdvisorFinder