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+)
JL

Jacobie Leauntus Green

Florida·CRD #6692976
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
JI

Jacob Irwin Epstein

Arizona·CRD #7856458
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

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

Jacob Ivey

Florida·CRD #6231573
Dual-registered

Dual-registered at STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Experience
13 yrs
States
1
Exams
3
Since
2013
Fee
AUM
Minimum
$1.0M
View profile
JJ

Jacob James Sadwick

Louisiana·CRD #6594961
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jacob Jared Wuest

California·CRD #7670105
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
JJ

Jacob Jeffrey Rabas

Arizona·CRD #5330865
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
13 yrs
States
7
Exams
6
Since
2013
Fee
AUM
View profile
JJ

Jacob Jeffrey Walker

Ohio·CRD #6153558
Dual-registered

Dual-registered at CX INSTITUTIONAL, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
JJ

Jacob Jerome Pruemer

Illinois·CRD #7371644
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
View profile
JJ

Jacob Jesse Packer

Idaho·CRD #6908525
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Hourly / Flat Fee / Other
View profile
JJ

Jacob J Freitas

California·CRD #6342934
Dual-registered

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

Experience
10 yrs
States
2
Exams
6
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jacob J Munger

Minnesota·CRD #6363220
Dual-registered

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

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

Jacob John Boone

Maryland·CRD #7060212
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JJ

Jacob John Krippner

Minnesota·CRD #6982943
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JJ

Jacob John Larue

Kentucky·CRD #6696776
Dual-registered

Dual-registered at SAVVY

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JJ

Jacob John Trimble

Minnesota·CRD #4082664
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Fee
AUM / Other
View profile
JJ

Jacob John Worthen

N/A·CRD #7298405
Dual-registered

Dual-registered at THE ADVOCATE GROUP, LLC

Experience
5 yrs
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
JJ

Jacob Joseph Kokaly

Michigan·CRD #6852433
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jacob Joseph Moeder

Kansas·CRD #6958770
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jacob Joshua Marley

Texas·CRD #4188685
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JJ

Jacob J Ray

Alabama·CRD #6170900
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jacob J Reid

California·CRD #3145574
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jacob J Thomas

Michigan·CRD #4495190
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jacob Kane Ogle

Oklahoma·CRD #6104125
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jacob Kanon Myrvik

Florida·CRD #6833847
Dual-registered

Dual-registered at FSB PREMIER WEALTH MANAGEMENT, INC.

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

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 1380 | AdvisorFinder