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+)
JD

Jaime Del Valle Castillo

Florida·CRD #7807435
Dual-registered

Dual-registered at BULLTICK WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
View profile
JL

Jaimee Lynn Farrington

Illinois·CRD #4650945
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JE

Jaime Enrique Santiago

Puerto Rico·CRD #2999290
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JE

Jaime Ernesto Palmer Jr

Louisiana·CRD #3029351
Dual-registered

Dual-registered at VIEW CAPITAL RIA, LP

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JF

Jaime Facchino

South Carolina·CRD #4699298
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
21 yrs
States
1
Exams
5
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
JF

Jaime Francisco Aguilera

California·CRD #7643241
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
JG

Jaime Gwenn Hefner

Arizona·CRD #2645907
Dual-registered

Dual-registered at AXXCESS WEALTH MANAGEMENT, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JH

Jaime Herrera

Illinois·CRD #6439593
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jaime Jasper Fontenot

Louisiana·CRD #2728589
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
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JJ

Jaime J Nino

Florida·CRD #4944134
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jaime Leonard Sklawer

Florida·CRD #6009254
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jaime L. Rogers

Kansas·CRD #4085365
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jaime Luis Guevara

North Carolina·CRD #5886723
Dual-registered

Dual-registered at ASPIRE PRIVATE CAPITAL

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM
View profile
JL

Jaime Lynn Harper

New Jersey·CRD #7140934
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jaime Lynn Wynsma

Michigan·CRD #4919586
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jaime M Brandon

Tennessee·CRD #6098579
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jaime M Musa

Florida·CRD #5606224
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
17 yrs
States
6
Exams
3
Since
2009
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JM

Jaime M Sahlstrom

Minnesota·CRD #4722007
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
View profile
JN

Jaime Nicole Cowper

Michigan·CRD #4911499
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JO

Jaime Omar Sanchez

Texas·CRD #5986757
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
JO

Jaime O Mendieta

New York·CRD #7439784
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
JO

Jaime Osvaldo Guzman Jr.

New Jersey·CRD #6648408
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
JO

Jaime Oswaldo Trujillo Garcia

California·CRD #7516734
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jaime Paniagua

California·CRD #6359278
Dual-registered

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

Experience
12 yrs
States
2
Exams
4
Since
2014
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.

Financial Advisors - Page 1396 | AdvisorFinder