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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+)
JM

Jade Michael Brookreson

North Carolina·CRD #7960868
IA Rep

Investment Adviser Rep at FINANCIAL SYMMETRY INC.

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

Jaden Andrew Coulter

Georgia·CRD #7918137
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
JE

Jaden Elenbaas

Michigan·CRD #7751666
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

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

Jaden Grant Duncan

California·CRD #7148655
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jaden James Gallardo

California·CRD #7893135
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
JM

Jaden M Dahm

Ohio·CRD #7931541
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
JN

Jaden Nicklaus Snyder

Oklahoma·CRD #7976204
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jaden Sebring

Michigan·CRD #7347048
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
3
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jaden S Witte-Schrock

New Hampshire·CRD #7950522
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
JZ

Jaden Ziegler

Indiana·CRD #7864134
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Flat Fee
View profile
JT

Jade Thomas Holt

Colorado·CRD #2510261
Dual-registered

Dual-registered at LJI WEALTH MANAGEMENT, LLC

Experience
31 yrs
States
1
Exams
8
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JL

Jadon Lee

New York·CRD #8257186
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jad Rurambo

Florida·CRD #8146194
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
JC

Jadyn Chang Loedding

Idaho·CRD #3163367
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JC

Jadyn Custis Kerns-Funk

Oregon·CRD #7270239
IA Rep

Investment Adviser Rep at BLUE WATER WEALTH

Experience
6 yrs
States
3
Exams
1
Since
2020
Fee
AUM / Flat Fee
Minimum
$5k
View profile
JA

Jaedon Abraham

Wisconsin·CRD #7995752
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jae Edward Waters

Arkansas·CRD #3277409
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
11
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jaeger Skifstad

Washington·CRD #8137028
IA Rep

Investment Adviser Rep at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

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

Jaejung Yoon

Tennessee·CRD #7308284
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jae Lee

Georgia·CRD #5371715
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
17 yrs
States
4
Exams
7
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jae Min Lee

California·CRD #7929159
IA Rep

Investment Adviser Rep at STONEMARK WEALTH MANAGEMENT

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jae Seon Lee

California·CRD #6232749
IA Rep

Investment Adviser Rep at WEALTH TEAMS ALLIANCE

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jaeseung Chang

Washington·CRD #6545094
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jae Sung Chun

California·CRD #6452281
Dual-registered

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

Experience
7 yrs
States
2
Exams
6
Since
2019
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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