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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+)
JL

Jack Leonard Shepard

California·CRD #7623343
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Jack Leon Doverspike

Louisiana·CRD #1590542
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
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JL

Jack Lewis Jones Jr

Texas·CRD #2539111
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jack Lewis Shaw Jr

California·CRD #2662608
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
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JL

Jack Liam Schneider

Washington·CRD #7834198
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JL

Jack Logan Barker

Texas·CRD #6776291
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
JL

Jack Lohman

Iowa·CRD #7035000
IA Rep

Investment Adviser Rep at WELLTH ADVISORY SERVICES, LLC

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

Jack Louis Long

Illinois·CRD #7704442
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JL

Jack Lvovsky

District Of Columbia·CRD #7757838
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
JM

Jacklyn Marie Raymonda

New York·CRD #5415969
Dual-registered

Dual-registered at LVW ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee / Other
View profile
JM

Jack Maguire Freeland

Pennsylvania·CRD #7732577
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jack Martin Enoch Jr

Texas·CRD #1237412
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
42 yrs
States
2
Exams
5
Since
1984
Est. fee
AUM / Flat Fee
View profile
JM

Jack Matthew Rogers

Maryland·CRD #6618772
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jack M Cahill

Illinois·CRD #7724455
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
JM

Jack McBride Bisset

California·CRD #7605526
Dual-registered

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

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

Jack McKeough

Michigan·CRD #7089289
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
JM

Jack M Gorelick

New Jersey·CRD #8185014
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jack M. Hosmer Jr

Florida·CRD #5651272
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jack Mickey Davis

Indiana·CRD #7363826
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jack Miller

Illinois·CRD #7128092
Dual-registered

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

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

Jack Miller

Georgia·CRD #7164873
IA Rep

Investment Adviser Rep at JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly
View profile
JM

Jack Millmier

Michigan·CRD #7810301
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
JM

Jack Molitor

Illinois·CRD #7639887
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

Jack Moore

Texas·CRD #7399626
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

States
1
Exams
3
Since
2026
Est. fee
AUM / Performance-based
Minimum
$250k
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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