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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+)
JR

Jacob R Shoemaker

California·CRD #8045892
IA Rep

Investment Adviser Rep at LIDO

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JR

Jacob Russell Paul

California·CRD #7964692
Dual-registered

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

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

Jacob Ryan Autry

Georgia·CRD #8236562
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JR

Jacob Ryan Fallon

Arizona·CRD #6983899
IA Rep

Investment Adviser Rep at SAGEGUARD FINANCIAL GROUP, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jacob Ryan Rueter

Colorado·CRD #7693023
Dual-registered

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

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

Jacob Samuel Aymen

Michigan·CRD #7126674
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jacob Samuel Kester

California·CRD #6690932
IA Rep

Investment Adviser Rep at CRUDEN BAY INVESTMENT MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM
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JS

Jacob Samuel Rosenthal

California·CRD #7667863
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
JS

Jacob Schwartz

Kansas·CRD #8278469
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Scot Lamb

Ohio·CRD #7508370
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Fee
AUM / Other
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JS

Jacob Scott Allen

Illinois·CRD #6633538
Dual-registered

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

Experience
10 yrs
States
2
Exams
4
Since
2016
Fee
AUM / Other
View profile
JS

Jacob Scott Apter

Illinois·CRD #6955954
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
JS

Jacob Scott Buckwalter

Ohio·CRD #6458420
Dual-registered

Dual-registered at WHITAKER-MYERS WEALTH MANAGERS, LTD.

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jacob Sewalk

Pennsylvania·CRD #7240705
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Jacob Shane Beckman

Illinois·CRD #8069107
IA Rep

Investment Adviser Rep at BRUCKE FINANCIAL, INC.

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

Jacob Siggins

Kansas·CRD #8014978
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
JS

Jacob Simmons

Florida·CRD #7569170
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
JS

Jacob S Merton

Ohio·CRD #7092197
IA Rep

Investment Adviser Rep at SIKICH FINANCIAL

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JS

Jacob Smith

Michigan·CRD #7842883
Dual-registered

Dual-registered at M1 CAPITAL MANAGEMENT LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JP

Jacobson P Truex

Virginia·CRD #6838035
Dual-registered

Dual-registered at MCLAUGHLIN RYDER INVESTMENTS, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jacob Stephen Schmitz

Kansas·CRD #7357558
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jacob Sterling

Minnesota·CRD #7452695
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
JS

Jacob Steven Ahlbrand

Indiana·CRD #7589372
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jacob Steven Anderson

Nevada·CRD #8196696
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / 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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