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+)
JR

Jack R Dennis

New York·CRD #7760351
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
JR

Jack Regan Brown

Illinois·CRD #6151306
Dual-registered

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

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
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JR

Jack Reich

New York·CRD #5042278
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Hourly / Flat Fee
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JR

Jack Reilly Oricoli

Texas·CRD #7381657
Dual-registered

Dual-registered at M1 ADVISORY

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM
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JR

Jack Richard Najarian

Florida·CRD #6889856
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
3
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jack Richard Roath

N/A·CRD #8166527
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
Exams
4
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
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JR

Jack Richard Zboralske

California·CRD #5256952
Dual-registered

Dual-registered at PINNACLE WEALTH MANAGEMENT, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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JR

Jack Rielly Fishbaugh

North Carolina·CRD #7250539
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
JR

Jack R Mitchell

Florida·CRD #7156206
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
JR

Jack Robert Fisher

Texas·CRD #7491546
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
JR

Jack Robert Madryga

Minnesota·CRD #5879242
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
12 yrs
States
2
Exams
4
Since
2014
Fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jack Robert McNamara

Minnesota·CRD #7650107
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JR

Jack Robert Stewart

Texas·CRD #6051631
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Robert Watkins

Texas·CRD #1121177
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Flat Fee
View profile
JR

Jack Roland Costello

Pennsylvania·CRD #8046934
Dual-registered

Dual-registered at ETHOS FINANCIAL GROUP, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JR

Jack Ryan

Rhode Island·CRD #7816535
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
JR

Jack Ryan Burkauskas

Pennsylvania·CRD #7815148
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Ryan Dimuzio

South Carolina·CRD #7807543
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jack Ryan Harmeyer

Texas·CRD #7537863
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Ryan Shultz

Ohio·CRD #7566491
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JS

Jack Samuel Herling

New Jersey·CRD #2091903
Dual-registered

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

Experience
30 yrs
States
3
Exams
8
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jack Samuel Rebolledo

Texas·CRD #4287720
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
6
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jack Schreiber

New Jersey·CRD #7728228
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
JS

Jack S. Falzone Jr.

New York·CRD #7182129
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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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