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+)
JA

Jacqueline A Purcell

Florida·CRD #6355923
Dual-registered

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

Experience
12 yrs
States
3
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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JA

Jacqueline A Tedesco

New York·CRD #2975454
Dual-registered

Dual-registered at RABENOLD ADVISORS, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Other
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JA

Jacqueline Athina Befanis

Connecticut·CRD #6250712
Dual-registered

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

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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JB

Jacqueline Bond-Lasher

New Jersey·CRD #5951548
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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JB

Jacqueline B Sherry

New York·CRD #7982783
Dual-registered

Dual-registered at REVERE WEALTH MANAGEMENT LLC

States
1
Exams
3
Since
2026
Est. fee
AUM
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JB

Jacqueline B West

Texas·CRD #4891690
Dual-registered

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

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JC

Jacqueline Claudine Vanhoy

New York·CRD #4121798
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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JC

Jacqueline Cook

New Jersey·CRD #7135939
Dual-registered

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

Experience
5 yrs
States
3
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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JD

Jacqueline Dimitra Kallis

Michigan·CRD #7753025
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
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JE

Jacqueline E Budd

Michigan·CRD #7938708
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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JE

Jacqueline Eileen Johnson

Colorado·CRD #1823609
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
2
Exams
6
Since
1988
Est. fee
AUM / Flat Fee
View profile
JE

Jacqueline Elizabeth Hughes

District Of Columbia·CRD #6441879
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
JE

Jacqueline Elizabeth Moss

Illinois·CRD #3108158
Dual-registered

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

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Flat Fee
View profile
JF

Jacqueline Fischl Weflen

Arizona·CRD #4916877
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
18 yrs
States
2
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
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JG

Jacqueline Gotelli

California·CRD #7178828
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jacqueline Grove

Maryland·CRD #6010990
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jacqueline G Slye

Florida·CRD #4590814
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jacqueline Halo Rowe

California·CRD #2464478
Dual-registered

Dual-registered at FIDUCIARY FINANCIAL GROUP, LLC

Experience
32 yrs
States
1
Exams
3
Since
1994
Est. fee
AUM / Flat Fee
Minimum
$1.5M
View profile
JH

Jacqueline Haynes Hall

North Carolina·CRD #7969874
IA Rep

Investment Adviser Rep at GUARDIAN WEALTH ADVISORS, LLC

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

Jacqueline J Cicale

Connecticut·CRD #1730802
Dual-registered

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

Experience
39 yrs
States
3
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jacqueline Jerri Hewett

Florida·CRD #2517729
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
32 yrs
States
3
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jacqueline Kay Armstrong

Indiana·CRD #4639892
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
19 yrs
States
1
Exams
5
Since
2007
Fee
AUM / Flat Fee
View profile
JK

Jacqueline Kay Cantu

Texas·CRD #8058353
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
JL

Jacqueline Larose Villa

Arizona·CRD #4290342
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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