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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+)
JW

Jack William Garrison

North Carolina·CRD #8187779
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
JW

Jack William Hazekamp

Illinois·CRD #7168048
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
7 yrs
States
2
Exams
5
Since
2019
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JW

Jack William Lord

North Carolina·CRD #8287461
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jack William Stumpus

California·CRD #2909689
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jack William Whitley

Illinois·CRD #7670823
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
JW

Jack Wilson Richardson Jr

North Carolina·CRD #1754260
Dual-registered

Dual-registered at CASCADES CAPITAL ASSET MANAGEMENT, LLC

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM
View profile
JW

Jack W Luna

Texas·CRD #4614490
Dual-registered

Dual-registered at OPTIMUS CAPITAL ADVISORS, LLC

Experience
22 yrs
States
1
Exams
2
Since
2004
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JW

Jack W Parker Jr

Texas·CRD #2591231
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Flat Fee
View profile
JW

Jack W. Wheeler

Connecticut·CRD #7401677
IA Rep

Investment Adviser Rep at HT PARTNERS LLC

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

Jack Wyeth Cooper

Virginia·CRD #8127865
IA Rep

Investment Adviser Rep at CONCURRENT INVESTMENT ADVISORS, LLC

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

Jacky Khanna

New York·CRD #6689647
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
View profile
JL

Jacky Louis Petit-Homme

Pennsylvania·CRD #6181225
Dual-registered

Dual-registered at LIBERTY ONE WEALTH ADVISORS

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM
View profile
JA

Jaclyn A Hissick

Connecticut·CRD #4814992
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
21 yrs
States
1
Exams
5
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
JC

Jaclyn C Ackerson

New Jersey·CRD #2226733
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jaclyn C Deem

Illinois·CRD #5054390
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jaclyn Eryn Mabagos Magbitang

Washington·CRD #6172986
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jaclyn Gerson Rossiter

Connecticut·CRD #6210227
Dual-registered

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

Experience
12 yrs
States
4
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jaclyn J Wittbrodt

California·CRD #7689244
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Jaclyn M Masson

Florida·CRD #5112568
Dual-registered

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

Experience
20 yrs
States
3
Exams
8
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jaclyn M Noble

Michigan·CRD #6675038
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jaclyn Nicole Unger

Florida·CRD #5762403
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
3
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jaclyn Paige Mazur

California·CRD #4818775
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jaclyn R Hackett

Maryland·CRD #6188766
Dual-registered

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

Experience
13 yrs
States
3
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jaclyn Singer

New York·CRD #4237457
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / 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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