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+)
JS

Jake Schermerhorn

New Jersey·CRD #7712650
Dual-registered

Dual-registered at KINTRA WEALTH, LLC

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

Jake Scott Cameron

Washington·CRD #8092860
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jake Simkins

Montana·CRD #6653229
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jake Solesky

Illinois·CRD #8100837
Dual-registered

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

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
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JS

Jake Soo Yong

Hawaii·CRD #5775836
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JS

Jake Stuart Katz

New York·CRD #6684346
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
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JT

Jake Thomas Finnucan

Connecticut·CRD #7144143
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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JT

Jake Thomas Palmer

New York·CRD #8208512
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jake Tyler Embry

Tennessee·CRD #4314950
Dual-registered

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

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jake Tyler Gross

Florida·CRD #7284563
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
3
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jake Tyler Pinto

Pennsylvania·CRD #6742157
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
View profile
JT

Jake Tyler Riche

North Carolina·CRD #7292674
IA Rep

Investment Adviser Rep at MCADAM LLC

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

Jake Vincent Perna

Florida·CRD #7929761
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jake Walker Cooper

New York·CRD #6292067
IA Rep

Investment Adviser Rep at HIGH PROBABILITY ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM
Minimum
$500k
View profile
JW

Jake Whalen

Arizona·CRD #7041474
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
6 yrs
States
11
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jake William Hoke

New Jersey·CRD #8288646
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JW

Jake William Mallet

Michigan·CRD #7375772
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Other
View profile
JW

Jake W Van Ronzelen

Tennessee·CRD #7446481
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

Jakob Andrew Krygier

Arizona·CRD #7877775
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
JB

Jakob Beau Lennon

Indiana·CRD #8069819
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
JD

Jakob Donald Vickery

Colorado·CRD #7933559
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JH

Jakob Hochberg

California·CRD #6843575
Dual-registered

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

Experience
8 yrs
States
2
Exams
6
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jakob Hollingshaus

California·CRD #7864038
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jakob Huddleston

New York·CRD #7778145
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
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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