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+)
JF

Jacob F Steinmann

Connecticut·CRD #6819279
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
4
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jacob Gall

Missouri·CRD #7764101
IA Rep

Investment Adviser Rep at MODERN DOLLAR PLANNING, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
Flat Fee
View profile
JG

Jacob Gary Anderson

Utah·CRD #7424818
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JG

Jacob Geoghegan

Kentucky·CRD #7841993
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jacob George Bales

Alabama·CRD #6222642
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
12 yrs
States
16
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JG

Jacob Gordon Turley

Texas·CRD #8153747
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jacob Greer Cohen

Pennsylvania·CRD #8144216
IA Rep

Investment Adviser Rep at AXIOM ASSET MANAGEMENT

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
View profile
JG

Jacob Gregory Gerk

Colorado·CRD #6784176
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jacob Gregory Traen

Kansas·CRD #8030769
IA Rep

Investment Adviser Rep at THE RETIREMENT PLANNING GROUP, LLC

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

Jacob Gregory Wagner

Utah·CRD #7035803
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JG

Jacob Guevara Sr.

Florida·CRD #6914899
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jacob Gutke

Utah·CRD #7209107
IA Rep

Investment Adviser Rep at WEALTHSPIRE RETIREMENT ADVISORY

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JG

Jacob Guzman

Arizona·CRD #8029670
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JH

Jacob Harold Reemtsma

Michigan·CRD #8146717
IA Rep

Investment Adviser Rep at DB & C ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly
View profile
JH

Jacob Harrison Leddy

Maryland·CRD #6073108
Dual-registered

Dual-registered at CONVERGENCE FINANCIAL

Experience
14 yrs
States
2
Exams
5
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
JH

Jacob Hawkins

Illinois·CRD #7800781
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob H Bisler

California·CRD #7499972
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
JH

Jacob Henry Koehler

Ohio·CRD #7909862
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jacob Henson Spitz

North Carolina·CRD #8242279
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
JH

Jacob Herrera

California·CRD #7893177
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jacob Herschel Gray

Texas·CRD #6968530
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JH

Jacob Holthouse

Tennessee·CRD #7751382
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
JH

Jacob Hoyt Croft

Pennsylvania·CRD #6721332
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JH

Jacob Hurley

Florida·CRD #7287628
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
5 yrs
States
2
Exams
4
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
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 1379 | AdvisorFinder