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+)
JT

Jacob Trent Young

California·CRD #2778779
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jacob T Shrout

Georgia·CRD #7989000
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
JT

Jacob Turner

Illinois·CRD #7827735
IA Rep

Investment Adviser Rep at JIM SAULNIER & ASSOCIATES, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JT

Jacob Tweet

North Carolina·CRD #6492292
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jacob Tyler Benson

California·CRD #8042000
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
Minimum
$50k
View profile
JT

Jacob Tyler Brock

Maryland·CRD #7254844
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Other
View profile
JT

Jacob Tyler Wilsie

Texas·CRD #7154032
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JV

Jacob Vance Gunter

California·CRD #6087449
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JV

Jacob Victor Potter

Missouri·CRD #6850874
IA Rep

Investment Adviser Rep at SFC FINANCIAL LLC

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

Jacob Wade Stull

Pennsylvania·CRD #7337396
IA Rep

Investment Adviser Rep at ETHOS FINANCIAL GROUP, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JW

Jacob Walter Kopek

New York·CRD #7949883
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jacob Ward Coleman

Idaho·CRD #3050994
Dual-registered

Dual-registered at CONTINUUM ADVISORY, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jacob Warren Land

Florida·CRD #6252113
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jacob Wayne Mohr

California·CRD #3102736
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jacob Wayne Tippit

Texas·CRD #7636922
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacob W Dale

Georgia·CRD #5818620
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
View profile
JW

Jacob Wells

Virginia·CRD #7113201
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
JW

Jacob W Girouard

Indiana·CRD #4348765
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Flat Fee
View profile
JW

Jacob William Aguilera

California·CRD #6889161
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
JW

Jacob William Alexander

North Carolina·CRD #7367299
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
JW

Jacob William Grice

Arkansas·CRD #7746826
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

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

Jacob William Lecluyse

Kansas·CRD #7051062
Dual-registered

Dual-registered at MARINER INSTITUTIONAL, LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Fee
AUM / Hourly / Flat Fee
View profile
JW

Jacob Williams

Iowa·CRD #7676914
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
2 yrs
States
1
Exams
6
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JW

Jacob William Vande Voort

Wisconsin·CRD #7859251
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1388 | AdvisorFinder