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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+)
JW

Jacob William Van Kessel

Colorado·CRD #5132605
Dual-registered

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

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jacob William Walker

Illinois·CRD #7597592
Dual-registered

Dual-registered at M1 ADVISORY

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM
View profile
JW

Jacob Wilson

Idaho·CRD #7825973
Dual-registered

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

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

Jacob Wilson Stoiber

Illinois·CRD #7891422
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

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

Jacob Wolkowitz

Minnesota·CRD #4421117
IA Rep

Investment Adviser Rep at ACCREDITED INVESTORS WEALTH MANAGEMENT

Experience
14 yrs
States
2
Since
2012
Fee
AUM / Flat Fee
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JW

Jacob Woody

New Jersey·CRD #7817156
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
3
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
View profile
JW

Jacob W Udell

Arkansas·CRD #5979872
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JZ

Jacoby Z West

Texas·CRD #6919128
Dual-registered

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

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

Jacob Zaire Robinson

North Carolina·CRD #7581959
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM
Minimum
$100k
View profile
JZ

Jacob Zaranek

Connecticut·CRD #7436847
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
JZ

Jacob Z. Bianculli

Rhode Island·CRD #7760608
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jaco Jordaan

Colorado·CRD #2788224
Dual-registered

Dual-registered at RIVERCHASE WEALTH MANAGEMENT, LLC

Experience
27 yrs
States
3
Exams
8
Since
1999
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JB

Jacqelyn Brian

Texas·CRD #7765272
IA Rep

Investment Adviser Rep at RETIREMENT PLANNERS OF AMERICA

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM
View profile
JG

Jacque Gregory Lefore

California·CRD #2402769
Dual-registered

Dual-registered at WOMACK WEALTH MANAGEMENT, INC.

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jacquelene Nicole Hall

Oregon·CRD #4598634
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
View profile
JA

Jacqueline A Ferguson

Connecticut·CRD #7269944
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jacqueline A Hunt

Georgia·CRD #5437719
Dual-registered

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

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

Jacqueline A Knoll

Connecticut·CRD #1457925
Dual-registered

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

Experience
40 yrs
States
3
Exams
6
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jacqueline Alexis Milowe

California·CRD #6644701
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
View profile
JA

Jacqueline Alise Wilson

Illinois·CRD #7656191
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
JA

Jacqueline Anne Ampe

Minnesota·CRD #1950076
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jacqueline Ann Fursman

Minnesota·CRD #7416335
IA Rep

Investment Adviser Rep at ADVISORNET WEALTH PARTNERS

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jacqueline Ann Lawrence

Wisconsin·CRD #5925177
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jacqueline Ann Sheahan

Colorado·CRD #1609333
Dual-registered

Dual-registered at BOK FINANCIAL PRIVATE WEALTH, INC.

Experience
39 yrs
States
4
Exams
5
Since
1987
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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