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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+)
JS

Jacob Steven Burt

Indiana·CRD #6905788
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JS

Jacob Steven Piotraczk

Georgia·CRD #6489801
Dual-registered

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

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

Jacob S. Wood

Arkansas·CRD #5526917
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
3
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jacob Sydney Waldman

Massachusetts·CRD #6205396
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

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

Jacob T Adams

Texas·CRD #7947712
IA Rep

Investment Adviser Rep at SAGE ADVISORY SERVICES LTD CO

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Flat Fee
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JT

Jacob Taylor Rolin

Colorado·CRD #7988534
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
JT

Jacob T Brydels

Illinois·CRD #7786273
IA Rep

Investment Adviser Rep at WHEELHOUSE ADVISORY GROUP, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Commission / Other
View profile
JT

Jacob T Cooke

Ohio·CRD #7545642
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JT

Jacob Theodore Binder

New York·CRD #7662833
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
JT

Jacob Thomas Beckman

Colorado·CRD #6937014
Dual-registered

Dual-registered at HAUSER RETIREMENT SOLUTIONS 2 LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Fee
AUM / Flat Fee
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JT

Jacob Thomas Bucha

Pennsylvania·CRD #5973078
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
JT

Jacob Thomas Childers

Nebraska·CRD #6692109
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
View profile
JT

Jacob Thomas Cimino

Wisconsin·CRD #7929867
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
JT

Jacob Thomas Jablonski

California·CRD #6757712
Dual-registered

Dual-registered at LIDO

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JT

Jacob Thomas Junglas

Michigan·CRD #6481832
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JT

Jacob Thomas Ness

Texas·CRD #7656761
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
JT

Jacob Thomas Puzio IV

Colorado·CRD #4944461
Dual-registered

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

Experience
19 yrs
States
1
Exams
5
Since
2007
Fee
AUM / Other
View profile
JT

Jacob Thomas Reilly

New Jersey·CRD #6533710
Dual-registered

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

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

Jacob Thomas Reinhart

Wisconsin·CRD #5461644
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jacob Thomas Shea

New York·CRD #7422868
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Thomas Silverstein

California·CRD #7277765
IA Rep

Investment Adviser Rep at LIDO

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JT

Jacob Thomas Smail

Ohio·CRD #7692062
IA Rep

Investment Adviser Rep at DEMMING FINANCIAL SERVICES CORP.

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

Jacob Timothy Harry

Michigan·CRD #7330184
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
JT

Jacob T Manna

New Jersey·CRD #8074391
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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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