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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

Jaclyn Snell

Connecticut·CRD #5171124
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JS

Jaclyn Suzanne Lima

Connecticut·CRD #6377888
Dual-registered

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

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

Jac Michael Arbour

Arizona·CRD #5332031
Dual-registered

Dual-registered at J.M. ARBOUR, LLC

Experience
10 yrs
States
3
Exams
2
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Aaron

Kentucky·CRD #7278776
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JA

Jacob Aaron McClure

Florida·CRD #2740184
Dual-registered

Dual-registered at THE PERSONAL WEALTH COACH

Experience
21 yrs
States
4
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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JA

Jacob Aaron Schlosser

Texas·CRD #7477066
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Aaron Schmidt

Indiana·CRD #5940697
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jacob A Barreira

Rhode Island·CRD #8126331
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
JA

Jacob Abbott

Minnesota·CRD #8187112
IA Rep

Investment Adviser Rep at ELEMENT SQUARED PRIVATE WEALTH

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
Minimum
$50k
View profile
JA

Jacob A Chavez

Texas·CRD #7561157
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacob A Epstein

New York·CRD #7131061
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jacob Alan Anderson

Connecticut·CRD #6121758
Dual-registered

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

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

Jacob Alan Gurock

Virginia·CRD #7131166
Dual-registered

Dual-registered at CENTURION WEALTH MANAGEMENT

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM / Hourly
Minimum
$1.0M
View profile
JA

Jacob Alan Guyette

California·CRD #7149058
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
JA

Jacob Alan Mattson

Wisconsin·CRD #5698208
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Alan Ricketts

Colorado·CRD #8208887
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

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

Jacob Albert Charlwood

Texas·CRD #6523390
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jacob Alexander Cavaleri

Arizona·CRD #7555510
Dual-registered

Dual-registered at ABLE FINANCIAL GROUP, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JA

Jacob Alexander Feldman

Florida·CRD #7149122
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jacob Alexander Hancher

Florida·CRD #7768730
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Allen Shures

California·CRD #6641956
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jacob Andre Bubenik

Florida·CRD #2570770
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Andrew Bobick

New Jersey·CRD #5180120
IA Rep

Investment Adviser Rep at CALTON & ASSOCIATES, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JA

Jacob Andrew Cook

Georgia·CRD #4661893
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
3
Exams
6
Since
2003
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.

Financial Advisors - Page 1373 | AdvisorFinder