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+)
JM

Jakob Martin Benelli

Kansas·CRD #7709833
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Flat Fee
View profile
JP

Jakob Palmer Hopkins

Michigan·CRD #8149451
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
JR

Jakob Raymond Wilson

Idaho·CRD #7973874
IA Rep

Investment Adviser Rep at PRACTICE FINANCIAL GROUP

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Flat Fee
View profile
JS

Jakob Scott Muehlschlegel

Florida·CRD #7381357
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
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JT

Jakob Tee Hart

Florida·CRD #6181117
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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JT

Jakob Trent Jeffery

Utah·CRD #7507812
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JT

Jakob T Roulier

California·CRD #8014908
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
JV

Jakob Von E Diaz

California·CRD #7844646
Dual-registered

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

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

Jakob Wagner

Arizona·CRD #7683075
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jakov Stipanov

Connecticut·CRD #2745982
Dual-registered

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

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jakub Anton Hall

Indiana·CRD #7475017
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JK

Jakub Kubrak

Louisiana·CRD #5572288
Dual-registered

Dual-registered at SILVER GROVE ADVISORY SERVICES

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jalen Adeeb Dagher

Tennessee·CRD #6335121
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Jalen Alexi Checo

New York·CRD #7390487
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

Jalen A Lund

Washington·CRD #7888567
Dual-registered

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

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

Jalen D Johnson

Ohio·CRD #7284725
Dual-registered

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

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

Jalen Fargharson

N/A·CRD #8206083
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jalen Garrett

Michigan·CRD #6439856
IA Rep

Investment Adviser Rep at REHMANN WEALTH

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jalen Lashay Mitchell

Michigan·CRD #7493112
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
View profile
JM

Jalen M Galvanoni-Peatry

Idaho·CRD #7816576
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JP

Jalen Patrick Randolph

North Carolina·CRD #7566228
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
4 yrs
States
1
Since
2022
Fee
AUM / Flat Fee
View profile
JR

Jalen Ross Hunt Campbell

Pennsylvania·CRD #7013303
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
View profile
JR

Jalen Ryan Ping

Illinois·CRD #7755532
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jalil Ira Jackson

New Jersey·CRD #7299634
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
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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