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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+)
JD

Jackson Davey

Pennsylvania·CRD #6638126
IA Rep

Investment Adviser Rep at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jackson Devere Parrish

Indiana·CRD #7677536
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jackson D. Munoz

New Jersey·CRD #5563538
Dual-registered

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

Experience
14 yrs
States
3
Exams
7
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jackson Dylan Roberts

California·CRD #8180250
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Edelmann

Colorado·CRD #6651183
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
JE

Jackson Edmiston

Georgia·CRD #7810199
Dual-registered

Dual-registered at BISON WEALTH, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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JE

Jackson Edward Geisler

Pennsylvania·CRD #7572260
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jackson E Young

Louisiana·CRD #6919948
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee / Performance-based
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JF

Jackson Famolari

Virginia·CRD #8277294
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Fleming

Texas·CRD #7078294
Dual-registered

Dual-registered at OPTIMUS CAPITAL ADVISORS, LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JG

Jackson George Watson

Utah·CRD #7503666
IA Rep

Investment Adviser Rep at ALBION FINANCIAL GROUP

Experience
4 yrs
States
1
Since
2022
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JH

Jackson Hamel

Georgia·CRD #8197890
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
4
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jackson H Clements

District Of Columbia·CRD #7639555
Dual-registered

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

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

Jackson Heinlen

South Carolina·CRD #8174604
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
JH

Jackson Henry Kleinert

Connecticut·CRD #6815109
IA Rep

Investment Adviser Rep at GREENWICH WEALTH MANAGEMENT, LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JH

Jackson Hillner

New York·CRD #7396290
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jackson Hunter-Edward Morrow

Washington·CRD #7538781
Dual-registered

Dual-registered at &PARTNERS

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JJ

Jackson James Hollister

Ohio·CRD #7681937
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
JJ

Jackson James Truax

Minnesota·CRD #7219433
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
JJ

Jackson Joel Hidinger

California·CRD #7312254
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
JJ

Jackson John Rynda

Minnesota·CRD #6505043
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
JJ

Jackson J Vandyke

Michigan·CRD #8085808
IA Rep

Investment Adviser Rep at FINANCIAL ADVISORY CORPORATION

Experience
1 yrs
States
1
Since
2025
Fee
AUM / Hourly / Flat Fee / Other
View profile
JK

Jackson Kaye Miller

California·CRD #6003639
Dual-registered

Dual-registered at FIDUCIARY BENEFITS GROUP

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
View profile
JK

Jackson Keith Ringelberg

Wisconsin·CRD #6974471
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
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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