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+)
JD

Jacob Daniel Normand

Texas·CRD #7117223
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
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JD

Jacob Daniel Palmer

N/A·CRD #2309603
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
32 yrs
Exams
8
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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JD

Jacob Daniel Smith

Texas·CRD #5183720
IA Rep

Investment Adviser Rep at LUTHER KING CAPITAL MANAGEMENT CORPORATION

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
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JD

Jacob Daniel Wandel

Arkansas·CRD #8173443
Dual-registered

Dual-registered at PLAN GROUP FINANCIAL, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
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JD

Jacob David Boom

South Dakota·CRD #6249640
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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JD

Jacob David Coleman

New York·CRD #7863780
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Other
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JD

Jacob David Gibbs

Texas·CRD #6682169
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
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JD

Jacob David Li

California·CRD #8192540
IA Rep

Investment Adviser Rep at STRATOS WEALTH PARTNERS, LTD

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JD

Jacob David Mallison

Texas·CRD #6809726
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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JD

Jacob David Orton

Nebraska·CRD #7751342
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

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

Jacob David Preston

Virginia·CRD #6821520
IA Rep

Investment Adviser Rep at BEACON WEALTH CONSULTANTS, INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM / Hourly / Flat Fee
Minimum
$100
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JD

Jacob David Rhoads

North Carolina·CRD #7195709
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JD

Jacob David See

Illinois·CRD #7554084
Dual-registered

Dual-registered at NEWEDGE ADVISORS

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

Jacob David Vonloh

Colorado·CRD #7256423
IA Rep

Investment Adviser Rep at JIM SAULNIER & ASSOCIATES, LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
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JD

Jacob Dean Hageman

Colorado·CRD #7640291
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Other
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JD

Jacob Dennis Spieth

Ohio·CRD #8026592
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JD

Jacob D Heskett

California·CRD #4966855
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
19 yrs
States
1
Exams
10
Since
2007
Est. fee
AUM / Hourly / Other
Minimum
$10k
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JD

Jacob Dinkel

Iowa·CRD #6990959
Dual-registered

Dual-registered at NICOLET WEALTH MANAGEMENT

Experience
8 yrs
States
4
Exams
3
Since
2018
Est. fee
AUM
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JD

Jacob D Kidder

Massachusetts·CRD #5150898
IA Rep

Investment Adviser Rep at CHOATE INVESTMENT ADVISORS

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10.0M
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JD

Jacob D Kinsley

Ohio·CRD #6672364
Dual-registered

Dual-registered at W.A. SMITH FINANCIAL GROUP

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JD

Jacob D Korte

California·CRD #6146261
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
JD

Jacob D Lana

New York·CRD #7988383
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
JD

Jacob Dobich

Pennsylvania·CRD #7071339
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Douglas Blondell

New York·CRD #6830696
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
3
Exams
4
Since
2018
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 1377 | AdvisorFinder