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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+)
JH

Jack H McMahon

New York·CRD #6345536
IA Rep

Investment Adviser Rep at MORALIS TECHNOLOGIES, LLC

States
2
Exams
1
Since
2026
Est. fee
AUM
View profile
JH

Jack H Muir

Michigan·CRD #7563571
Dual-registered

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

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

Jack Hogan Neary

New York·CRD #8046928
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Holum

Oregon·CRD #8158843
IA Rep

Investment Adviser Rep at NBC CAPITAL ADVISORS

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

Jack Howard Oswald

Minnesota·CRD #7802148
Dual-registered

Dual-registered at NORTHLAND ASSET MANAGEMENT

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JI

Jack Ian McRoskey

California·CRD #7586261
IA Rep

Investment Adviser Rep at JACKSON SQUARE CAPITAL, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM
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JI

Jack I Cortez

Texas·CRD #1987473
Dual-registered

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

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM / Commission / Flat Fee
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JL

Jackie Lynn Boesman

Michigan·CRD #7667705
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
JM

Jackie Marie Clark

Minnesota·CRD #1701888
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
33 yrs
States
1
Exams
8
Since
1993
Est. fee
AUM / Flat Fee
View profile
JL

Jacki L Kolkman

Minnesota·CRD #4007961
Dual-registered

Dual-registered at BALEFIRE, LLC

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

Jacki Lynn Popadich

California·CRD #2202406
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
34 yrs
States
10
Exams
3
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JJ

Jack James Michaletz

Minnesota·CRD #5773608
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JJ

Jack James Skrzycki

Michigan·CRD #7129217
Dual-registered

Dual-registered at SPARTAN WEALTH MANAGEMENT

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jack Joseph Casey

New Jersey·CRD #8054527
IA Rep

Investment Adviser Rep at PINNACLE ASSOCIATES, LTD.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JJ

Jack Julian Smidel

Wisconsin·CRD #7960873
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jack Kaewpalug

California·CRD #2833580
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
4
Exams
3
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jack Kerry Scanlon

Kansas·CRD #7771518
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Klein

New York·CRD #871307
Dual-registered

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

Experience
47 yrs
States
2
Exams
6
Since
1979
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jack K Nathan

California·CRD #8209221
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
JN

Jackky Nguyen

California·CRD #7247632
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
JL

Jack Lamar Hull

Illinois·CRD #2357299
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jack Lawley

Florida·CRD #6434203
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jack Lee

Pennsylvania·CRD #7581883
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
JL

Jack Lehman

Kentucky·CRD #7496182
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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