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+)
JA

Jacob Andrew Duffy

Arizona·CRD #4201708
Dual-registered

Dual-registered at XCELSIOR ADVISOR PARTNERS LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
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JA

Jacob Andrew Golter

Colorado·CRD #6360279
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Fee
AUM / Other
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JA

Jacob Andrew Odum

Georgia·CRD #7425117
IA Rep

Investment Adviser Rep at SOUTHEAST ASSET ADVISORS, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JA

Jacob Andrew Peroceschi

Wisconsin·CRD #4138720
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
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JA

Jacob Andrew Porrett

Michigan·CRD #7684418
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JA

Jacob Andrew Raska

Michigan·CRD #6698876
Dual-registered

Dual-registered at CARRERA CAPITAL ADVISORS

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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JA

Jacob Andrew Stinson

Florida·CRD #7439631
Dual-registered

Dual-registered at THRIVE CAPITAL MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly
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JA

Jacob Andrew Tyndall

Kansas·CRD #4658590
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Hourly
Minimum
$25k
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JA

Jacob Andrew Watts

Kansas·CRD #5154497
Dual-registered

Dual-registered at LEGACY FINANCIAL STRATEGIES, LLC

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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JA

Jacob Angelo Kutche

California·CRD #7421094
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

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

Jacob Anthony Lucchese

Arizona·CRD #6517804
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JA

Jacob Anthony Materia

Florida·CRD #7618304
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
JA

Jacob Anthony Weber

Ohio·CRD #8034092
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JA

Jacob Anton Kavalar

Colorado·CRD #8308118
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

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

Jacob Arlin Anderson

Texas·CRD #5658027
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jacob Arnold

Texas·CRD #8287699
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Arrowsmith Wihtol

Oregon·CRD #8148445
IA Rep

Investment Adviser Rep at CAPSTONE WEALTH ADVISORS, LLC

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

Jacob A Schuster

Colorado·CRD #7140912
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
JA

Jacob Ashton Higgins

Tennessee·CRD #7656927
Dual-registered

Dual-registered at CAMPBELL ASSET MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JA

Jacob August Kujala

Minnesota·CRD #4254825
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Fee
AUM / Other
View profile
JA

Jacob Augustus Gariup

Illinois·CRD #6956237
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JB

Jacob Baptiste Thro

Missouri·CRD #6588187
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Other
View profile
JB

Jacob Barfield

North Carolina·CRD #7505679
IA Rep

Investment Adviser Rep at SHINING ROCK ADVISORS LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM
View profile
JB

Jacob Battersby

Massachusetts·CRD #7969133
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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