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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

Jaime Rafael Villalobos

Illinois·CRD #5779502
Dual-registered

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

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
View profile
JR

Jaime Rodolfo Court

Florida·CRD #1914417
Dual-registered

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

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Commission / Flat Fee
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JR

Jaime R Santiago Echandi

Puerto Rico·CRD #2464033
Dual-registered

Dual-registered at FSAM LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM
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JS

Jaime Salwierak

Illinois·CRD #4147276
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
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JS

Jaime Saul Rodriguez

California·CRD #4039914
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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JS

Jaime Sue Goodman

New York·CRD #1711531
Dual-registered

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

Experience
39 yrs
States
2
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
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JT

Jaime Torres

California·CRD #7991872
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
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JW

Jaime W Wright

New Jersey·CRD #1872379
Dual-registered

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

Experience
34 yrs
States
3
Exams
10
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jaimie C Fountain

Florida·CRD #5216251
Dual-registered

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

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jaimin Rohitkumar Patel

New York·CRD #7624069
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
JA

Jairo Andres Acevedo

California·CRD #5922302
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
7
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jairo Benjamin Rodriguez Aleman

California·CRD #7111076
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
JJ

Jairo J Gomez

California·CRD #4238337
Dual-registered

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

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jairo Lorenzo Villatoro

District Of Columbia·CRD #7240994
Dual-registered

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

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jairo Mijares Moreno Moreno

Florida·CRD #7701809
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JS

Jairo Servin

California·CRD #7621057
Dual-registered

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

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

Jairo Yancarlo Adame

California·CRD #6268220
Dual-registered

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

Experience
12 yrs
States
1
Exams
5
Since
2014
Fee
AUM / Other
View profile
JS

Jairzinho Skair

Connecticut·CRD #3259432
Dual-registered

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

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jai Tarachand Doshi

Texas·CRD #2769321
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JA

Jake A Boberg

California·CRD #7926561
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
JA

Jake A Edwards

Arizona·CRD #7395547
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Allen Miller

Wisconsin·CRD #8312101
IA Rep

Investment Adviser Rep at ROSEMEYER MANAGEMENT GROUP

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

Jake Andrew Lilienstein

California·CRD #7406686
IA Rep

Investment Adviser Rep at BBR PARTNERS, LLC

States
2
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
JA

Jake Anton Balistreri

Texas·CRD #7460323
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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