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+)
JB

Jacob Baucco

Ohio·CRD #7578824
Dual-registered

Dual-registered at CAPITAL ADVISORS, LTD., LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jacob Beekman

Virginia·CRD #7127204
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jacob Benjamin Fiore

North Carolina·CRD #7271631
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JB

Jacob Benmen

N/A·CRD #7970413
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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JB

Jacob Best

Virginia·CRD #8208829
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Bevilacqua

Florida·CRD #7343807
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JB

Jacob Beyer Klein

N/A·CRD #8237485
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
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JB

Jacob Blayne Barnhart

Texas·CRD #5416805
Dual-registered

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

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
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JB

Jacob B McGuckin

Michigan·CRD #5877497
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jacob B Nagel

Wisconsin·CRD #8253566
IA Rep

Investment Adviser Rep at BLUEPRINT FINANCIAL ADVISORS

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly
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JB

Jacob Bradley Johnson

Minnesota·CRD #6326366
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jacob Brant Fleming

Minnesota·CRD #5512739
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jacob B Reber

Florida·CRD #7310574
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
JB

Jacob Breitbach

Minnesota·CRD #8119924
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacob Brent Butterfield

Utah·CRD #8223673
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JB

Jacob Brian Ray

Colorado·CRD #6111509
Dual-registered

Dual-registered at SAVVY

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JB

Jacob Brian Salzman

Kansas·CRD #5475691
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
JB

Jacob B Salloum

California·CRD #7899666
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JB

Jacob B Wright

Texas·CRD #8245823
Dual-registered

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

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

Jacob C Artz

Pennsylvania·CRD #6966343
IA Rep

Investment Adviser Rep at ECON WEALTH MANAGEMENT

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM
Minimum
$250k
View profile
JC

Jacob Chance Tipton

Georgia·CRD #8230122
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jacob Chant Roberie

Louisiana·CRD #5143545
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jacob Charles Duvall

Arkansas·CRD #7072623
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

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

Jacob Charles Hunn

Texas·CRD #8101714
Dual-registered

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

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