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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+)
JS

Jack S Gunter

California·CRD #232100
Dual-registered

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

Experience
56 yrs
States
2
Exams
13
Since
1970
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jack Shelby Friel

Massachusetts·CRD #849659
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
48 yrs
States
1
Exams
4
Since
1978
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jack S Mullen

Illinois·CRD #6069315
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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JA

Jackson Alexander Courtney

Maryland·CRD #7746190
IA Rep

Investment Adviser Rep at FINANCIAL CONSULATE

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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JA

Jackson Alexander Mackey

New York·CRD #8140596
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
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JA

Jackson Andrew Hornsby

Tennessee·CRD #7426552
Dual-registered

Dual-registered at LUKEN INVESTMENT ANALYTICS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Subscription / Other
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JA

Jackson Arthur Newell

Ohio·CRD #2519219
IA Rep

Investment Adviser Rep at DOVER PARTNERS INC

Experience
27 yrs
States
2
Exams
1
Since
1999
Fee
AUM / Flat Fee
Minimum
$1.0M
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JA

Jackson A Wall

Louisiana·CRD #8059457
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
JB

Jackson B Eldridge

Tennessee·CRD #7924041
IA Rep

Investment Adviser Rep at WITT FINANCIAL GROUP, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$250k
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JB

Jackson Bennette

California·CRD #7726607
Dual-registered

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

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jackson Bobinski

North Carolina·CRD #8140659
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
JB

Jackson B Potter

Colorado·CRD #6663459
IA Rep

Investment Adviser Rep at HEIRLOOM WEALTH MANAGEMENT LLC

Experience
6 yrs
States
2
Since
2020
Est. fee
AUM / Flat Fee
View profile
JC

Jackson Cain Lowe

Texas·CRD #7677441
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jackson Callahan Wegner

California·CRD #6952109
Dual-registered

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

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jackson Cassady Austin

Tennessee·CRD #7855674
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
JC

Jackson Charles Burgess

Texas·CRD #8176495
Dual-registered

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

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jackson Clark

Nebraska·CRD #7855166
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
View profile
JC

Jackson Cobb Hayward

Arkansas·CRD #7796975
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
3 yrs
States
6
Exams
4
Since
2023
Fee
AUM
View profile
JC

Jackson Connor Williams

Texas·CRD #6602770
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jackson Creech Morrissey

South Carolina·CRD #7591783
IA Rep

Investment Adviser Rep at FOSTER VICTOR

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Flat Fee
View profile
JC

Jackson C Wood

South Carolina·CRD #7326562
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
JD

Jackson Daniel Dimarino

Pennsylvania·CRD #8047024
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Daniel Garrett

Texas·CRD #8004501
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jackson Darcy Roberts

Massachusetts·CRD #7550220
IA Rep

Investment Adviser Rep at PALLAS CAPITAL ADVISORS, LLC

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