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+)
JE

Jack Elias

New Jersey·CRD #7400937
Dual-registered

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

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

Jack Elkin Borowsky

New York·CRD #8150658
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
JE

Jack Elmer Simmons

Texas·CRD #2216735
IA Rep

Investment Adviser Rep at J.E. SIMMONS & CO., P.C.

Experience
28 yrs
States
1
Exams
2
Since
1998
Est. fee
AUM / Hourly / Flat Fee
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JE

Jack Emerson Snavely II

Pennsylvania·CRD #2061649
Dual-registered

Dual-registered at SNAVELY ASSOCIATES FINANCIAL SERVICES

Experience
34 yrs
States
1
Exams
5
Since
1992
Fee
AUM
Minimum
$50k
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JE

Jack Eugene Mannschreck

Colorado·CRD #7439318
IA Rep

Investment Adviser Rep at TRAIL RIDGE INVESTMENT ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Other
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JE

Jack Evans

Kansas·CRD #7008408
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
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JE

Jack Evan Wiener

New Jersey·CRD #1144615
Dual-registered

Dual-registered at &PARTNERS

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JF

Jack Fierro

California·CRD #7728621
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Flat Fee
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JF

Jack Francis Butler

Illinois·CRD #6703739
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
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JF

Jack Francis Kosinski

New York·CRD #5246787
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JF

Jack Frederichs Carroll

New Jersey·CRD #8025513
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
JF

Jack Freedman

Massachusetts·CRD #7393769
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JF

Jack Friedman

Florida·CRD #4858320
Dual-registered

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

Experience
22 yrs
States
3
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jack Fuentes

Ohio·CRD #8288331
IA Rep

Investment Adviser Rep at MCKINLEY CARTER WEALTH SERVICES, INC.

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

Jack Gabriel Ingemar Bergon

California·CRD #7854579
IA Rep

Investment Adviser Rep at LIDO

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JG

Jack Garth Kaiser Jr

Texas·CRD #6895691
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jack Gentile

Illinois·CRD #7128024
Dual-registered

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

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

Jack Gillogly

Rhode Island·CRD #7656226
Dual-registered

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

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

Jack Goodbody

New York·CRD #7566814
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
JG

Jack Guy Taylor

North Carolina·CRD #7376008
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jack Harrison Ashkinaze

New York·CRD #7667756
Dual-registered

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

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

Jack Harris Prock

Illinois·CRD #7757564
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
JH

Jack Henry Hoelzer

California·CRD #7260785
Dual-registered

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

Experience
5 yrs
States
4
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jack H Ignatius

Arizona·CRD #6881824
Dual-registered

Dual-registered at MSH CAPITAL ADVISORS LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$5k
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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