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+)
JM

Jack Morris Powers

Oregon·CRD #8182122
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jack M Paolini

New Jersey·CRD #7925580
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

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

Jack M Somer

New York·CRD #1070180
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
34 yrs
States
1
Exams
3
Since
1992
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JM

Jack Murray

Connecticut·CRD #6936953
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
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JN

Jack Napoli Talarico

New York·CRD #8142649
IA Rep

Investment Adviser Rep at QUARTZ PARTNERS INVESTMENT MANAGEMENT

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$10k
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JN

Jack N Cagigal

Illinois·CRD #7751874
Dual-registered

Dual-registered at SANTA BARBARA MANAGEMENT

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee / Other
Minimum
$100.0M
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JN

Jack Neeson

Florida·CRD #8131376
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Experience
1 yrs
States
3
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
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JN

Jack Nelson Lamm

Arizona·CRD #6619522
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
4
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
View profile
JN

Jack Newcomer

Indiana·CRD #7767285
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
3 yrs
States
1
Exams
1
Since
2023
Fee
AUM / Flat Fee / Performance-based
View profile
JP

Jack Parker Morris

Alabama·CRD #7145622
Dual-registered

Dual-registered at EVERSOURCE WEALTH ADVISORS, LLC

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

Jack Patrick Kirby

California·CRD #6978575
IA Rep

Investment Adviser Rep at LIDO

Experience
5 yrs
States
4
Exams
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JP

Jack Patrick McCaddon

Colorado·CRD #6427544
IA Rep

Investment Adviser Rep at COMPOUND PLANNING, INC.

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
JP

Jack Paul Stephens

Michigan·CRD #7713302
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JP

Jack P Prudente

Minnesota·CRD #7798352
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
JP

Jack P Raymond

Missouri·CRD #2900556
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jack Puder

Minnesota·CRD #7766637
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jack Pulitzer McCluskey

Florida·CRD #7999029
IA Rep

Investment Adviser Rep at CASTLE ISLAND WEALTH

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
JP

Jack Putnam

New Hampshire·CRD #7096452
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jack Putnam Faerber

Kansas·CRD #6989080
IA Rep

Investment Adviser Rep at KAVAR CAPITAL PARTNERS

Experience
8 yrs
States
2
Exams
1
Since
2018
Est. fee
AUM / Flat Fee / Other
View profile
JQ

Jack Quinn O'Donohue

New York·CRD #8018627
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
JR

Jack Ray Knight

California·CRD #1793148
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
38 yrs
States
2
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jack Raymond Kulpa

New Jersey·CRD #2587164
Dual-registered

Dual-registered at SAGE ADVISORY SERVICES LTD CO

Experience
29 yrs
States
2
Exams
4
Since
1997
Fee
AUM / Flat Fee
View profile
JR

Jack Raymond Suzar

California·CRD #4046800
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jack R Damelio

California·CRD #7279027
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

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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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