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+)
JS

Jaesung Son

New Jersey·CRD #4989222
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JY

Jae Young Young Lee

Texas·CRD #7220995
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
JY

Jae Yu

California·CRD #2808305
Dual-registered

Dual-registered at SIGNATURE INVESTMENT ADVISORS, LLC

Experience
27 yrs
States
1
Exams
7
Since
1999
Est. fee
AUM
Minimum
$250k
View profile
JG

Jafet Garcia

Tennessee·CRD #7614342
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JD

Jagruti D Panwala

Maryland·CRD #3108690
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
28 yrs
States
4
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jaiden R Ha

California·CRD #8139756
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
JH

Jaie Hunter Jensen

Texas·CRD #7130708
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JP

Jai-Hong Park

Georgia·CRD #4474195
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jaima Renee Galfi

Illinois·CRD #6238905
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jaime Alan Monn

Illinois·CRD #6089968
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Flat Fee
View profile
JA

Jaime Alberto Gutierrez

Texas·CRD #6141952
Dual-registered

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

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

Jaime Alberto Hinojosa

California·CRD #723400
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
1
Exams
6
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jaime Alison Conry

Tennessee·CRD #6420138
IA Rep

Investment Adviser Rep at INSIGHT STRATEGIC WEALTH LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly
View profile
JA

Jaime Andres Benedetti

Georgia·CRD #4524413
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
JA

Jaime Andres Mariscal

Florida·CRD #6848782
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jaime Antonio Rullan-Ferrao

Texas·CRD #2923020
Dual-registered

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

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jaime Antonio Toro Lavergne

Puerto Rico·CRD #5984147
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Other
Minimum
$50k
View profile
JA

Jaime Arlette Wolfe

Michigan·CRD #4306503
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jaime Arnaldo Rodriguez Pagan

Puerto Rico·CRD #6181871
IA Rep

Investment Adviser Rep at POPULAR SECURITIES, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Other
Minimum
$50k
View profile
JA

Jaime Arroyo Ablaza

Texas·CRD #1286432
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
42 yrs
States
1
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jaime Arturo Torres

California·CRD #6942405
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jaime Bardina

California·CRD #7547243
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jaime Bibian

Illinois·CRD #6768454
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jaime Clark

Maine·CRD #5245709
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
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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