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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+)
JR

Jacqueline Raquel Sasson

California·CRD #7005339
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Flat Fee
View profile
JR

Jacqueline Reeves

Florida·CRD #1946071
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
19 yrs
States
1
Exams
7
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JR

Jacqueline R Shaughnessy-Sobczak

Colorado·CRD #5409092
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jacqueline Ruppel

Wisconsin·CRD #8229531
IA Rep

Investment Adviser Rep at JOHNSON WEALTH INC.

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

Jacqueline Salazar Buenrostro

California·CRD #8047049
IA Rep

Investment Adviser Rep at D. M. BRENNER, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JS

Jacqueline Sarette Georgio

Texas·CRD #2966594
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jacqueline Scheible

Connecticut·CRD #6233343
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jacqueline Seena Zweig

California·CRD #5375576
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jacqueline Smith

New York·CRD #7990451
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
JS

Jacqueline S Terry

Texas·CRD #2806849
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jacqueline Susan Randall

Florida·CRD #2062954
Dual-registered

Dual-registered at MCDONALD PARTNERS LLC

Experience
32 yrs
States
5
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
View profile
JT

Jacqueline Thompson

Oregon·CRD #7437953
IA Rep

Investment Adviser Rep at ALLIUM FINANCIAL ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JT

Jacqueline Tregortha

New Jersey·CRD #6154427
Dual-registered

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

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

Jacqueline Victoria Von Schulenburg

Texas·CRD #7438131
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jacqueline Weiner

New York·CRD #2254026
Dual-registered

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

Experience
10 yrs
States
2
Exams
6
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacquelin M Rossi

Connecticut·CRD #2518869
Dual-registered

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

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacquelin M Sebastian

Arkansas·CRD #3237278
Dual-registered

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

Experience
22 yrs
States
3
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jacquelyn Chau Tran

North Carolina·CRD #8228790
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
JD

Jacquelyn Diane Robinson

Pennsylvania·CRD #1721233
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JD

Jacquelyn Dice Johnson

South Dakota·CRD #4528003
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jacquelyn E Connell

Pennsylvania·CRD #8083943
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jacquelyn Fisher Cortright

Maryland·CRD #1163230
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
31 yrs
States
2
Exams
9
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jacquelyn Gutierrez

Texas·CRD #6400558
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
JJ

Jacquelyn J Black

Texas·CRD #4921477
Dual-registered

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

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Commission / 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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