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+)
JJ

Jacquelyn Joanne Notermann

Minnesota·CRD #6167205
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jacquelyn Kerry Blue

Delaware·CRD #4625639
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JM

Jacquelyn Marie Nolan

Florida·CRD #7495795
IA Rep

Investment Adviser Rep at OXFORD FINANCIAL GROUP, LTD

Experience
4 yrs
States
6
Since
2022
Fee
AUM / Flat Fee
View profile
JM

Jacquelyn Mulford

California·CRD #4957287
Dual-registered

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

Experience
18 yrs
States
3
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jacquelynn Maxon

California·CRD #5535927
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Fee
AUM / Other
View profile
JR

Jacquelyn Rose Kendall

Nevada·CRD #7533248
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
JS

Jacquelyn S Wicklund

Florida·CRD #5955825
Dual-registered

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

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JZ

Jacquelyn Zenaida Hernandez

California·CRD #5196772
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
View profile
JA

Jacques Allen Sonnier

Florida·CRD #7750447
IA Rep

Investment Adviser Rep at FMSA

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly
View profile
JE

Jacques Elie Boubli

New York·CRD #5571421
Dual-registered

Dual-registered at THE PORTFOLIO STRATEGY GROUP, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Performance-based
Minimum
$2.0M
View profile
J[

Jacques [nmn] Rebibo

Virginia·CRD #1754534
IA Rep

Investment Adviser Rep at ATEGRA CAPITAL MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Performance-based
View profile
JS

Jacques S Darwin

N/A·CRD #7990874
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jacqulyn Martin Bishop

Tennessee·CRD #2473651
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
30 yrs
States
1
Exams
8
Since
1996
Fee
AUM / Other
View profile
JA

Jacqulynn Arimenta

New Jersey·CRD #2600868
Dual-registered

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

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jada Christine Fouch

Oregon·CRD #8167853
IA Rep

Investment Adviser Rep at BLUE WATER WEALTH

Experience
1 yrs
States
3
Exams
1
Since
2025
Fee
AUM / Flat Fee
Minimum
$5k
View profile
JM

Jada Marie Edwards

Alabama·CRD #4390001
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jada Ruth Coleman

California·CRD #1499783
Dual-registered

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

Experience
34 yrs
States
2
Exams
7
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jade Aaron Rossback

Michigan·CRD #4525844
Dual-registered

Dual-registered at WEALTHSPAN INVESTMENT MANAGEMENT, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jade Austin Thelin

Oregon·CRD #5645685
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jade Chien

California·CRD #6914595
IA Rep

Investment Adviser Rep at ZUCKERMAN CAPITAL MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM
Minimum
$1.0M
View profile
JE

Jade Eagles

California·CRD #5939276
Dual-registered

Dual-registered at THE WEALTHGARDEN F.S. LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jade Lizette McAnelly

California·CRD #7891058
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
JM

Jade Marisa Wilson

Maryland·CRD #7510207
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

States
2
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jade M Dagher

Connecticut·CRD #7846249
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

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 1393 | AdvisorFinder