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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+)
JB

Jake B Dowd

Connecticut·CRD #7362350
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

Jake Bertog

Illinois·CRD #7273494
Dual-registered

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

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

Jake Blas Falcon

Kansas·CRD #5100438
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
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JB

Jake Bradsher

Michigan·CRD #7273190
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Cameron Sendley

Connecticut·CRD #6800421
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
JC

Jake Carter Walton

Texas·CRD #7070648
Dual-registered

Dual-registered at AMERICANA PARTNERS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
View profile
JC

Jake C Dadika

New Jersey·CRD #6808478
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jake Chan Lenett

N/A·CRD #7414527
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
5 yrs
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
View profile
JC

Jake Conrad Schatz

New York·CRD #6969341
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
JC

Jake Coss

Illinois·CRD #7993474
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake C Richard

Louisiana·CRD #6693062
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jake Crici

Florida·CRD #7655649
Dual-registered

Dual-registered at THE BALDWIN GROUP WEALTH ADVISORS, LLC

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

Jake D Almeida

New Jersey·CRD #7802528
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jake Daniel Weber

Florida·CRD #7268270
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
4
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jake David Primo Nader

Pennsylvania·CRD #8126346
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
JD

Jake Dexter Burnham

Pennsylvania·CRD #8288773
IA Rep

Investment Adviser Rep at BALLAST FINANCIAL ADVISORS, LLC

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

Jake Douglas Layman

Iowa·CRD #8303032
IA Rep

Investment Adviser Rep at WEITZEL FINANCIAL SERVICES, INC.

States
3
Exams
4
Since
2026
Fee
AUM / Hourly / Flat Fee
View profile
JD

Jake Dwight Jones

New York·CRD #7969641
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Dylan Corda Mr.

New York·CRD #7180863
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Eddy Pendl

Florida·CRD #7482676
IA Rep

Investment Adviser Rep at SAGACE WEALTH MANAGEMENT

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

Jake Edward Owens

California·CRD #6100778
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
9
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jake Edward Rebholz

Wisconsin·CRD #8176973
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jake Edward Spitaletta

New Jersey·CRD #7996448
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

Jake Egerton Pollitt

Texas·CRD #7248502
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / 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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