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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+)
JL

Jacob Loosle

California·CRD #5731597
IA Rep

Investment Adviser Rep at LIDO

Experience
11 yrs
States
3
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JL

Jacob Louis Griffith

Maryland·CRD #2959307
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Flat Fee
View profile
JL

Jacob Louis Heitzner

Montana·CRD #7910256
Dual-registered

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

Experience
2 yrs
States
4
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jacob Louis Rosalez

Iowa·CRD #6973323
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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JL

Jacob L. Shelton

Texas·CRD #6659697
Dual-registered

Dual-registered at BEACON GLOBAL ADVISOR NETWORK, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
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JL

Jacob L Spiegel

Florida·CRD #8067800
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
JL

Jacob Lukis

New Jersey·CRD #7160435
Dual-registered

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

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JM

Jacob Madison Babiuk

Wisconsin·CRD #6692829
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jacob Manning McClellan

Michigan·CRD #7688807
IA Rep

Investment Adviser Rep at FSA ADVISORS, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
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JM

Jacob Marten

California·CRD #6970802
Dual-registered

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

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacob Martin Jaegle

Colorado·CRD #6465293
Dual-registered

Dual-registered at MAIA WEALTH

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
JM

Jacob Martin Marriott

Florida·CRD #7561361
Dual-registered

Dual-registered at APTUS CAPITAL ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$50k
View profile
JM

Jacob Martin Mayer

Illinois·CRD #6004345
IA Rep

Investment Adviser Rep at SANTA BARBARA MANAGEMENT

Experience
4 yrs
States
1
Exams
6
Since
2022
Est. fee
AUM / Flat Fee / Other
Minimum
$100.0M
View profile
JM

Jacob Mathias Biermaier

Minnesota·CRD #7687470
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jacob Matthew Bauer

Illinois·CRD #7219221
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JM

Jacob Matthew Borbidge

Texas·CRD #4240995
IA Rep

Investment Adviser Rep at AVIDIAN WEALTH SOLUTIONS

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

Jacob Matthew Geoghean

New York·CRD #8276212
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jacob Matthew Rogers Kowalski

Minnesota·CRD #6170712
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jacob Matthew Stoney

Tennessee·CRD #7656946
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
JM

Jacob Matthew Wise

California·CRD #7838913
Dual-registered

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

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacob Max Kovar

New Jersey·CRD #7269279
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Jacob M Burns

Texas·CRD #4127100
Dual-registered

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

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacob McCue

Minnesota·CRD #7159473
Dual-registered

Dual-registered at SECURED RETIREMENT ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JM

Jacob McDonald Knott

Indiana·CRD #4708456
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
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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