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+)
JN

Jacob Newman

Michigan·CRD #8094856
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
JN

Jacob N. Guinn

Texas·CRD #4228149
Dual-registered

Dual-registered at HFG WEALTH MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JN

Jacob Nicholas Goubeaux

Ohio·CRD #8153759
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
JN

Jacob Nicholas Hirsch

Maine·CRD #8015626
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
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JN

Jacob Nydam

Illinois·CRD #5932752
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jacob Nye

Idaho·CRD #7887107
IA Rep

Investment Adviser Rep at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JO

Jacob O Eggett

Arizona·CRD #5066522
Dual-registered

Dual-registered at LIDO

Experience
19 yrs
States
5
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JL

Jacobo Leon Taurel Rimeris

Florida·CRD #6488756
IA Rep

Investment Adviser Rep at ACTIVEST WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
View profile
JO

Jacob Owen Shupe

Florida·CRD #8144468
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
JP

Jacob Parker Hille

Pennsylvania·CRD #8155524
IA Rep

Investment Adviser Rep at MYCIO WEALTH PARTNERS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JP

Jacob Patrick Levy Loel

California·CRD #7513141
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
JP

Jacob Patrick McMillen

Ohio·CRD #6406722
IA Rep

Investment Adviser Rep at BEACON CAPITAL MANAGEMENT, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM
Minimum
$25k
View profile
JP

Jacob Patrick Moran

Nebraska·CRD #7264383
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
View profile
JP

Jacob Patrick Walsh

New Jersey·CRD #7771941
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Commission
Minimum
$50k
View profile
JP

Jacob Paul Cote

Texas·CRD #6105596
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Fee
AUM / Other
View profile
JP

Jacob Paul Follis

Texas·CRD #8207712
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jacob Paul Sestero

Idaho·CRD #7615897
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
JP

Jacob Paul Wolfman

Pennsylvania·CRD #7690587
IA Rep

Investment Adviser Rep at SENSENIG CAPITAL ADVISORS, INC.

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

Jacob Peter Dittel

Minnesota·CRD #7474389
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jacob Peter Fenlason

Maryland·CRD #6414631
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
2
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jacob Peters

Michigan·CRD #7052794
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jacob Phillips Newkirk

Connecticut·CRD #6848804
Dual-registered

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

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jacob Pierce Morgan

North Carolina·CRD #8114969
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JP

Jacob Plahovinsak

Georgia·CRD #6596092
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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