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+)
JP

Jacob Pollokoff

Maryland·CRD #8126478
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
JP

Jacob Prater

North Carolina·CRD #8233951
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee
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JR

Jacob Randall Hester

Tennessee·CRD #6958041
IA Rep

Investment Adviser Rep at KEATING FINANCIAL ADVISORY SERVICES

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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JR

Jacob Ray Kagele

Arizona·CRD #4606475
Dual-registered

Dual-registered at NOVA FINANCIAL SERVICES

Experience
23 yrs
States
5
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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JR

Jacob Raymond Potts

Pennsylvania·CRD #6639888
IA Rep

Investment Adviser Rep at DINUZZO PRIVATE WEALTH, INC.

Experience
10 yrs
States
2
Exams
1
Since
2016
Fee
AUM
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JR

Jacob R Birch

California·CRD #8003874
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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JR

Jacob R Couch

Colorado·CRD #8217618
IA Rep

Investment Adviser Rep at FMSA

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly
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JR

Jacob Rebel

Pennsylvania·CRD #8126332
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
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JR

Jacob Reeder

N/A·CRD #6698616
IA Rep

Investment Adviser Rep at FSA ADVISORS, INC.

Experience
8 yrs
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
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JR

Jacob Reilly

Connecticut·CRD #7182313
Dual-registered

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

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
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JR

Jacob R. Heisler

Arizona·CRD #6913623
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JR

Jacob Richard Lechusz

Wisconsin·CRD #4799693
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
JR

Jacob Richard Yankloski

New York·CRD #6629748
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob R. Mack

New Jersey·CRD #4354369
Dual-registered

Dual-registered at MASTERS LEGACY PLANNING

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Flat Fee / Other
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JR

Jacob Robak

North Carolina·CRD #7536643
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

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

Jacob Robert Chapman

Michigan·CRD #7855840
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JR

Jacob Robert Cogley

Ohio·CRD #7567272
Dual-registered

Dual-registered at LINEWEAVER WEALTH ADVISORS

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jacob Robert Haigh

Texas·CRD #5068661
Dual-registered

Dual-registered at CAPITAL CITIES INVESTMENTS

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$250k
View profile
JR

Jacob Robert Kubala

New York·CRD #8076606
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
JR

Jacob Robert Petrie

Ohio·CRD #6458744
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JR

Jacob Robert Pryor

Kentucky·CRD #7073434
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

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

Jacob Roman Flikshteyn

Connecticut·CRD #7040917
Dual-registered

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

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

Jacob Roman Greer

Missouri·CRD #7953820
Dual-registered

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

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jacob Ronald Zappitelli

Ohio·CRD #7829331
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
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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