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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+)
JC

Jacob Charles Jelinek

Colorado·CRD #6952024
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
JC

Jacob Charles Keller

Maryland·CRD #7568953
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
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JC

Jacob Charles Soener

Texas·CRD #7046873
IA Rep

Investment Adviser Rep at CLF ASSET MANAGEMENT, INC.

Experience
7 yrs
States
2
Exams
1
Since
2019
Fee
AUM / Hourly / Flat Fee
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JC

Jacob Charles Zagor

Michigan·CRD #6229250
IA Rep

Investment Adviser Rep at C2 PRIVATE WEALTH

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JC

Jacob Chevalier

Florida·CRD #6332373
Dual-registered

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

Experience
12 yrs
States
2
Exams
6
Since
2014
Est. fee
AUM / Commission / Flat Fee
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JC

Jacob Christian Lancaster

Texas·CRD #7639074
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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JC

Jacob Christian Timm

Washington·CRD #5870667
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
15 yrs
States
1
Exams
2
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
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JC

Jacob Christopher Hansen

Illinois·CRD #6392909
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JC

Jacob Christopher Joseph

California·CRD #6836903
Dual-registered

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

Experience
9 yrs
States
3
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
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JC

Jacob Church

Nevada·CRD #6421570
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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JC

Jacob C Johnson

Minnesota·CRD #7699429
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

Jacob Cole Herman

Louisiana·CRD #6840296
Dual-registered

Dual-registered at SCHWARTZ & CO.

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

Jacob Colter Lewis

Texas·CRD #2867212
Dual-registered

Dual-registered at ENDEAVOR ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JC

Jacob Corey Hartwell

New York·CRD #7883450
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jacob Cornell

Alabama·CRD #6286359
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
6 yrs
States
21
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JC

Jacob Crause

Washington·CRD #7884987
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

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

Jacob Cross

Kansas·CRD #6972555
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jacob Cullen Samuels

Tennessee·CRD #6192304
IA Rep

Investment Adviser Rep at KELMAN LAZAROV INC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jacob Daly

California·CRD #6014986
Dual-registered

Dual-registered at NEWFRONT RETIREMENT SERVICES, INC.

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Flat Fee
View profile
JD

Jacob Daniel Bassler

Kentucky·CRD #8013483
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jacob Daniel Davis

Texas·CRD #6512307
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jacob Daniel Howell

Texas·CRD #7360007
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jacob Daniel Larsen

Minnesota·CRD #6031289
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jacob Daniel Miller

Texas·CRD #6587521
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Flat Fee / Performance-based
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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