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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+)
JK

Jacob Karl Buckley

Alabama·CRD #6929995
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
8 yrs
States
11
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jacob Kasperski

Michigan·CRD #7570017
IA Rep

Investment Adviser Rep at SIMPLYRIA ADVISOR NETWORK

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JK

Jacob Keith Chandler

North Carolina·CRD #5397627
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM
View profile
JK

Jacob Kruse

Texas·CRD #7288127
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Other
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JK

Jacob Kruziki

Minnesota·CRD #7215134
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jacob Labere Geiermann

Minnesota·CRD #7592222
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacob Lankford

Illinois·CRD #7121116
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Jacob Larry Chase

Utah·CRD #7309405
Dual-registered

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

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jacob L Baker

North Carolina·CRD #6508692
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jacob L Buehler

New York·CRD #7329393
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
JL

Jacob Lee Drotning

California·CRD #8148886
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
JL

Jacob Lee Flach

Texas·CRD #4231086
Dual-registered

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

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jacob Lee Holtrop

Michigan·CRD #6400059
IA Rep

Investment Adviser Rep at ALLIANCE INVESTMENT MANAGEMENT, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Fee
AUM / Flat Fee
View profile
JL

Jacob Lee Pottorff

Colorado·CRD #6474723
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jacob Lee Silverstein

North Carolina·CRD #7595741
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JL

Jacob Lee Tornow

Georgia·CRD #7214889
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jacob Levi Fleming

Texas·CRD #6470155
Dual-registered

Dual-registered at SOLITUDE FINANCIAL SERVICES, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly
View profile
JL

Jacob Levi Lohrmeyer

Kansas·CRD #7795875
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jacob Lewis

Minnesota·CRD #5789792
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jacob Lewis Wedincamp

Florida·CRD #8113528
IA Rep

Investment Adviser Rep at CAPE INVESTMENT ADVISORY, INC.

Experience
1 yrs
States
2
Exams
2
Since
2025
Fee
AUM
Minimum
$25k
View profile
JL

Jacob Lloyd Miller

Colorado·CRD #8051079
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jacob L O'Connell

Texas·CRD #7587669
IA Rep

Investment Adviser Rep at CHANEY CAPITAL MANAGEMENT INC.

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM
Minimum
$250k
View profile
JL

Jacob L. O'Keefe

Wisconsin·CRD #4989054
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
21 yrs
States
1
Exams
5
Since
2005
Fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jacob Lombardozzi

Pennsylvania·CRD #7285230
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / 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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