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+)
JP

Jake Parker Nelson

Illinois·CRD #6684203
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Other
View profile
JP

Jake Patrick Kosmala

Tennessee·CRD #7930887
IA Rep

Investment Adviser Rep at STRATOS WEALTH ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JP

Jake Patrick Luken

Texas·CRD #6444721
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Performance-based
Minimum
$250k
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JP

Jake Perrine

Wisconsin·CRD #7538971
Dual-registered

Dual-registered at FORTRESS PLANNING GROUP

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM
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JP

Jake Peter Anderson

Minnesota·CRD #6066489
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
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JR

Jake R Armstrong

Delaware·CRD #7885731
Dual-registered

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

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
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JR

Jake Raymond Tocco

Michigan·CRD #7647037
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JR

Jake Reed Martin

Tennessee·CRD #7831228
IA Rep

Investment Adviser Rep at SOUTHERN CAPITAL ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly
Minimum
$50k
View profile
JR

Jake Remolona

California·CRD #7427430
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jake Richard Dandurand

Michigan·CRD #8178305
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jake Richard Johnson

Texas·CRD #6342922
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JR

Jake Richard Wilson

California·CRD #4860618
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jake R McPherson

New Hampshire·CRD #7220537
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
JR

Jake Robert Del Greco

New Jersey·CRD #7013955
Dual-registered

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

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

Jake Robert Galligan

North Carolina·CRD #7578732
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

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

Jake Robert Hoppes

Iowa·CRD #7976903
IA Rep

Investment Adviser Rep at CEDAR VALLEY WEALTH ADVISORS

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Hourly / Other
View profile
JR

Jake Robert Johnston

Texas·CRD #7550626
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jake Robert McGehee III

Mississippi·CRD #2740150
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jake Robert Nelson

Utah·CRD #8053927
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
JR

Jake Roman Quadagno

New York·CRD #8189323
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jake Russell Ponder

Mississippi·CRD #6261876
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jake Ryan Blum

Kansas·CRD #7386456
IA Rep

Investment Adviser Rep at PANDI, LLC

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

Jake Ryan McCarthy

Connecticut·CRD #7238338
Dual-registered

Dual-registered at THIRD VIEW PRIVATE WEALTH

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Flat Fee
View profile
JR

Jake Ryan Moller

Arizona·CRD #6684740
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
9 yrs
States
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
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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