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 Douglas Driver

California·CRD #7738978
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

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

Jacob Douglas Favaro

Virginia·CRD #6520497
IA Rep

Investment Adviser Rep at BROWN EDWARDS WEALTH STRATEGIES

Experience
11 yrs
States
1
Since
2015
Est. fee
AUM
Minimum
$500k
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JD

Jacob Douglas Mokry

Florida·CRD #5467674
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jacob Douglas Schisler

Arizona·CRD #6182196
IA Rep

Investment Adviser Rep at APEX WEALTH ADVISORS LLC

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

Jacob Dreiling

California·CRD #7191677
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM
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JD

Jacob Duane Graves

Alabama·CRD #7942377
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JD

Jacob Dylan Heuer

Michigan·CRD #7934193
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JE

Jacob Earle Betteridge

Connecticut·CRD #4263598
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JE

Jacob Edward Gaskell

Iowa·CRD #4922088
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Flat Fee
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JE

Jacob Edward Hanzel

New Jersey·CRD #7442927
Dual-registered

Dual-registered at LAUREL OAK WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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JE

Jacob Edward Long

Pennsylvania·CRD #6226993
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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JE

Jacob Edward Miller

California·CRD #5795940
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
6
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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JE

Jacob Edward Rosemeyer

Iowa·CRD #6821451
Dual-registered

Dual-registered at ROSEMEYER MANAGEMENT GROUP

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
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JE

Jacob Edward Turner

Missouri·CRD #7286504
IA Rep

Investment Adviser Rep at MOMENT PRIVATE WEALTH

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$500k
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JE

Jacob Elijah Laws

Washington·CRD #7977666
IA Rep

Investment Adviser Rep at DECISIONPOINT FINANCIAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly
View profile
JE

Jacob Elliott Dey

Washington·CRD #5831828
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jacob Elwood Hungarter

California·CRD #7861431
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JE

Jacob Erenstoft

New York·CRD #6610577
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jacob Eric Salomon

Texas·CRD #6105610
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jacob Eugene Hemmer

Kansas·CRD #6051827
Dual-registered

Dual-registered at ROCKY MOUNTAIN ADVISERS, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jacob Evan Burleson

Georgia·CRD #7034671
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
7 yrs
States
2
Exams
1
Since
2019
Fee
AUM / Hourly / Flat Fee
View profile
JF

Jacob Finke

Texas·CRD #8101665
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
JF

Jacob Franklin Ryder

Louisiana·CRD #7237005
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
View profile
JF

Jacob Frisbie

Texas·CRD #7385951
Dual-registered

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

Experience
4 yrs
States
1
Exams
4
Since
2022
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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