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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+)
JE

Jake Ethan Bulian

Florida·CRD #8130614
IA Rep

Investment Adviser Rep at TRAUB CAPITAL MANAGEMENT

Experience
1 yrs
States
3
Since
2025
Est. fee
AUM / Hourly
Minimum
$400k
View profile
JF

Jake Feldman

Florida·CRD #7570743
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

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

Jake Fillip Gershon

New Jersey·CRD #8211929
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
4
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jake Flannery

New Jersey·CRD #7613466
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
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JF

Jake Freeman

New York·CRD #7948510
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
JG

Jake Gordon Elfstrom

Washington·CRD #8236740
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Gusler

North Carolina·CRD #8169498
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
JH

Jake H Rosley

N/A·CRD #7092240
IA Rep

Investment Adviser Rep at FORTUNE FINANCIAL GROUP, INC.

Experience
1 yrs
Exams
2
Since
2025
Est. fee
AUM / Commission / Hourly / Other
Minimum
$500k
View profile
JH

Jake Hunter Steffen

District Of Columbia·CRD #7612043
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
3 yrs
States
6
Exams
3
Since
2023
Est. fee
AUM
Minimum
$50k
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JI

Jake Isaac Sarnoff

California·CRD #7835096
Dual-registered

Dual-registered at PROVIDENCE FINANCIAL AND INSURANCES, INC.

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Commission
Minimum
$250k
View profile
JJ

Jake James Skala

Nebraska·CRD #7678387
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jake James Wohlfert

Michigan·CRD #8127580
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JJ

Jake J Cabble

New York·CRD #6883487
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jake Joseph Generazzo

Massachusetts·CRD #8002719
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jake Kuharich

Texas·CRD #7291356
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
6 yrs
States
1
Exams
2
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jake Latourette

California·CRD #6415128
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
12 yrs
States
3
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jake Lukas Keelen-Brown

New Jersey·CRD #7646689
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
JM

Jake Matthew Schafer

Missouri·CRD #7738083
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JM

Jake Michael Gustafson

Illinois·CRD #5556833
Dual-registered

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

Experience
17 yrs
States
2
Exams
8
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jake Michael Steffens

Wisconsin·CRD #6486127
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jake M Winner

Texas·CRD #8060226
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JN

Jake N Crimeni

New York·CRD #7763607
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
JN

Jake Nicholas Foldenaur

Minnesota·CRD #7410395
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JO

Jake Owen Morris

New York·CRD #8212294
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
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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