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+)
JA

Jalissa Adamson

Texas·CRD #7159223
Dual-registered

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

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
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JL

Jamahl Lodewyk Mahmood

New Jersey·CRD #3048473
Dual-registered

Dual-registered at MAIN STREET FINANCIAL SOLUTIONS, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jamal Clarke

N/A·CRD #7191635
Dual-registered

Dual-registered at ORCA INVESTMENT MANAGEMENT, LLC

Experience
6 yrs
Exams
3
Since
2020
Fee
AUM / Flat Fee / Other
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JJ

Jamal Jordan

North Carolina·CRD #5225403
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
19 yrs
States
1
Exams
7
Since
2007
Fee
AUM
Minimum
$100k
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JS

Jamal Scott

Florida·CRD #6043478
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JB

Jamarie Bradshaw

Connecticut·CRD #7639714
Dual-registered

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

Experience
3 yrs
States
3
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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JM

Jamar M. Bostic

Florida·CRD #6453146
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jameel Shakir Addison

Pennsylvania·CRD #6460829
Dual-registered

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

Experience
11 yrs
States
2
Exams
7
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jamelie M Hartman

Ohio·CRD #4410120
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
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JA

James Aaron Justice

Tennessee·CRD #5042576
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
13 yrs
States
1
Exams
5
Since
2013
Fee
AUM / Hourly / Flat Fee
View profile
JA

James Aaron Morrow

Indiana·CRD #2870182
Dual-registered

Dual-registered at LJI WEALTH MANAGEMENT, LLC

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

James A Barnes

Alabama·CRD #6164863
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
13 yrs
States
38
Exams
4
Since
2013
Est. fee
AUM
Minimum
$50k
View profile
JA

James Abraham Monroe

Oregon·CRD #7153283
IA Rep

Investment Adviser Rep at RETIREMENT CONSULTING GROUP, INC.

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

James A Busch

Florida·CRD #5093249
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JA

James A Calbi

Rhode Island·CRD #1178853
Dual-registered

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

Experience
39 yrs
States
2
Exams
9
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JA

James Adam Gonnason

Pennsylvania·CRD #6255459
IA Rep

Investment Adviser Rep at ETHOS FINANCIAL GROUP, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JA

James Adam Hallam

Missouri·CRD #3041059
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JA

James Adam Johnson

Florida·CRD #7051052
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

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

James Adam Tracy

Kentucky·CRD #5944852
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
15 yrs
States
2
Exams
4
Since
2011
Fee
AUM / Other
View profile
JA

James A Dechristopher

New Jersey·CRD #6069236
Dual-registered

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

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JA

James A Gillin

Pennsylvania·CRD #5484092
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
JA

James A Hamman

Illinois·CRD #2913792
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Flat Fee
View profile
JA

James A Hartman

Maryland·CRD #7932009
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
JA

James A Henriquez

Florida·CRD #6428768
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

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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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