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+)
JM

Jacob McKenna Longoria

Georgia·CRD #5942832
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
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JM

Jacob Melvin Davis

North Carolina·CRD #7635389
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JM

Jacob M George

Arkansas·CRD #7389817
IA Rep

Investment Adviser Rep at CORE PLANNING

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JM

Jacob M Godwin

Georgia·CRD #5490028
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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JM

Jacob Michael Barton

Illinois·CRD #6179699
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Fee
AUM / Hourly / Flat Fee / Performance-based
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JM

Jacob Michael Brett

New York·CRD #5899373
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jacob Michael Courtney

Tennessee·CRD #7282960
Dual-registered

Dual-registered at SLP WEALTH

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jacob Michael Heins

Massachusetts·CRD #7167425
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Jacob Michael Hemphill

Missouri·CRD #6809439
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JM

Jacob Michael Herget

Missouri·CRD #7008518
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacob Michael Kogler

Minnesota·CRD #6129250
Dual-registered

Dual-registered at GREATER MIDWEST FINANCIAL GROUP, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
View profile
JM

Jacob Michael Linder

Florida·CRD #6255730
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
4
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jacob Michael McAlpine

Minnesota·CRD #6397862
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JM

Jacob Michael Nichols

New Jersey·CRD #7372445
Dual-registered

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

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

Jacob Michael Nicol

Michigan·CRD #7204821
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JM

Jacob Michael Rosen

Florida·CRD #6794238
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jacob Michael Taggart

Utah·CRD #8212905
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JM

Jacob Misialek

Arizona·CRD #6276169
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
9 yrs
States
1
Exams
6
Since
2017
Fee
AUM
Minimum
$100k
View profile
JM

Jacob Mitchell

Michigan·CRD #6952082
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM
View profile
JM

Jacob Mitchell Jones

Georgia·CRD #7140834
Dual-registered

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

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

Jacob M Lee

Tennessee·CRD #6239962
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jacob M Mason

Ohio·CRD #7419409
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacob Myers

Colorado·CRD #7651211
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JN

Jacob Nathanial Tragis

Michigan·CRD #6915954
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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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