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+)
JL

Jacqueline Latrice Reinert

Kansas·CRD #4894852
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jacqueline Leslie

New York·CRD #1498035
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
1
Exams
8
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jacqueline Lonnerdal

Maryland·CRD #5101281
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jacqueline Luckner

Connecticut·CRD #1562289
Dual-registered

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

Experience
22 yrs
States
4
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jacqueline Lundsted-Lyons

New Hampshire·CRD #8093752
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacqueline Mae Vermette

Michigan·CRD #7061780
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jacqueline Marie Lakocy

California·CRD #1062098
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
1
Exams
4
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jacqueline Marie Lam

California·CRD #7820692
Dual-registered

Dual-registered at FOCUS INVESTMENT ADVISORS, INC

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

Jacqueline Marie Steed

Connecticut·CRD #6425787
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacqueline Marie Williams

Florida·CRD #5313872
Dual-registered

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

Experience
7 yrs
States
2
Exams
7
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacqueline Martinez

New Mexico·CRD #7851026
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JM

Jacqueline M Gleason

Pennsylvania·CRD #8157689
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

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

Jacqueline M Lipski

New Jersey·CRD #6357303
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacqueline M Sheffer

Connecticut·CRD #4859528
Dual-registered

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

Experience
19 yrs
States
4
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacqueline M Sinclair-Parker

California·CRD #5008579
Dual-registered

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

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jacqueline Nadine Valenzuela

California·CRD #6425601
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jacqueline Nicole Wilson

New York·CRD #6343240
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jacqueline Noelle Silva

Illinois·CRD #7351266
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
View profile
JP

Jacqueline Paredes Sedlak

Illinois·CRD #5468516
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
15 yrs
States
1
Exams
7
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JP

Jacqueline P Bennett

Florida·CRD #1302822
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
41 yrs
States
2
Exams
4
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jacqueline P Bowen

Georgia·CRD #2735364
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jacqueline Peng

California·CRD #7640469
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
JP

Jacqueline Proffit

Colorado·CRD #6758357
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jacqueline Rae Larson

Minnesota·CRD #2470722
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Flat Fee
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 1391 | AdvisorFinder