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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+)
JR

Jackson R Zavatsky

Florida·CRD #7841941
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jackson S Alexander

Texas·CRD #4767165
Dual-registered

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

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jackson Sand Garcia

New York·CRD #8286046
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Schmitt

Missouri·CRD #7731009
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jackson Severe Salley

Louisiana·CRD #7513080
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
JS

Jackson Sinkler West

New York·CRD #8166810
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JS

Jackson S Stough

Pennsylvania·CRD #7934568
IA Rep

Investment Adviser Rep at ETHOS FINANCIAL GROUP, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JT

Jackson Thomas Glisson

Illinois·CRD #8150232
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
JT

Jackson Thomas Graham

Massachusetts·CRD #7559400
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jackson Thomas Yelland

California·CRD #7968261
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Jackson Vaughn

New Jersey·CRD #8308453
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Webster Treister

New York·CRD #8012082
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
JW

Jackson W Evans

Ohio·CRD #8015922
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Willis

New York·CRD #7914156
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jackson Woods

Georgia·CRD #7973523
Dual-registered

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

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jackson Wynn

Florida·CRD #7454185
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
JS

Jack Spencer Driggs

Illinois·CRD #6722002
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Flat Fee
View profile
JS

Jack Steven Potzauf

Georgia·CRD #8127428
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jack Stewart Stemper

California·CRD #2706084
Dual-registered

Dual-registered at DUCERE WEALTH MANAGEMENT

Experience
20 yrs
States
1
Exams
4
Since
2006
Fee
AUM
Minimum
$2.0M
View profile
JS

Jack Stirling Mashburn

Louisiana·CRD #7788120
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
JS

Jack Sumner Chisholm

Florida·CRD #8140639
Dual-registered

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

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jack Tannahill

Minnesota·CRD #7595107
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
JT

Jack Tanner Weinstein

California·CRD #7297557
IA Rep

Investment Adviser Rep at LIDO

Experience
6 yrs
States
4
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JT

Jack Tanner Wrenn

Virginia·CRD #7557003
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
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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