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+)
JT

Jack Taylor McCormick

California·CRD #7423610
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
JT

Jack T Balkey

Illinois·CRD #823689
Dual-registered

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

Experience
50 yrs
States
2
Exams
5
Since
1976
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jack T Dinanno

New Jersey·CRD #7390301
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JT

Jack Telman

Massachusetts·CRD #8042080
IA Rep

Investment Adviser Rep at APPLETON PARTNERS, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
Minimum
$2.0M
View profile
JT

Jack Terrence Reich

New Jersey·CRD #725770
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
45 yrs
States
2
Exams
6
Since
1981
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jack Theodore Johnson

California·CRD #1861254
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
38 yrs
States
2
Exams
8
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jack Thomas

Idaho·CRD #2773136
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
27 yrs
States
1
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jack Thomas Bowling

Florida·CRD #4793276
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jack Thomas Deardorff

California·CRD #7998464
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Jack Thomas Duffner

Illinois·CRD #7386542
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jack Thomas Hansen

Texas·CRD #7261465
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jack Thomas Harrison Agnew

Rhode Island·CRD #8137071
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jack Thomas Haxton

New York·CRD #7532895
IA Rep

Investment Adviser Rep at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
JT

Jack Thomas Randall

California·CRD #7965729
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
JT

Jack Thompson

Florida·CRD #8207105
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jack Timothy Nasby

Minnesota·CRD #6965631
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 T Kelly

Pennsylvania·CRD #7608549
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
JT

Jack T. T York

Colorado·CRD #1037554
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JT

Jack Tyson Brawley Jr

Alabama·CRD #1356652
Dual-registered

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

Experience
41 yrs
States
8
Exams
9
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jack Wade Kirkland Jr

Florida·CRD #7412798
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
JW

Jack Wellen

Minnesota·CRD #7748064
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jack Welty

California·CRD #7707727
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Flat Fee / Performance-based
View profile
JW

Jack Wildgoose

California·CRD #8082160
IA Rep

Investment Adviser Rep at LIDO

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JW

Jack William Dickerson

Alabama·CRD #7990002
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Experience
2 yrs
States
6
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1371 | AdvisorFinder