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

James Ahern

Connecticut·CRD #4733545
Dual-registered

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

Experience
20 yrs
States
4
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JA

James A Kilcommons

New Jersey·CRD #5011571
Dual-registered

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

Experience
14 yrs
States
1
Exams
3
Est. fee
AUM / Commission / Flat Fee
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JA

James Aladino Parenti

California·CRD #1031840
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
44 yrs
States
1
Exams
4
Since
1982
Est. fee
AUM / Hourly / Flat Fee
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JA

James Alan Brown

Iowa·CRD #2532416
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
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JA

James Alan Brown

Ohio·CRD #7671684
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
4 yrs
States
1
Since
2022
Fee
AUM / Hourly / Flat Fee / Performance-based
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JA

James Alan Chestnut

Colorado·CRD #7094241
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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JA

James Alan Kabakow

New York·CRD #1717170
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JA

James Alan Lopes

California·CRD #1448130
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
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JA

James Alan Ventura

Texas·CRD #2956958
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
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JA

James Albert Hurt Jr

Mississippi·CRD #718099
Dual-registered

Dual-registered at BALLEW ADVISORS INC

Experience
46 yrs
States
1
Exams
5
Since
1980
Est. fee
AUM / Other
Minimum
$100k
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JA

James Albert Meiron Jr

Colorado·CRD #2405221
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
31 yrs
States
5
Exams
4
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
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JA

James A Leblo

New Jersey·CRD #7786663
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
JA

James Alec Hartman

North Carolina·CRD #7423801
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
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JA

James Alexander Milroy

Colorado·CRD #5904237
Dual-registered

Dual-registered at OWL CREEK WEALTH PARTNERS

Experience
8 yrs
States
1
Exams
2
Since
2018
Fee
AUM / Flat Fee
Minimum
$5.0M
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JA

James Alexander Muir

Pennsylvania·CRD #6197994
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

James Alexander Rie

New Jersey·CRD #2191213
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JA

James Alexander Sayas

Wisconsin·CRD #5637553
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
JA

James Alexander Tappan Jr

Oklahoma·CRD #1510123
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
8
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

James Alexander Thom V

Louisiana·CRD #4548704
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

James Alexander Whittemore

Florida·CRD #6002650
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JA

James Alexander Wiegel

Massachusetts·CRD #2678889
Dual-registered

Dual-registered at WELLESLEY ASSET MANAGEMENT, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Performance-based
Minimum
$500k
View profile
JA

James Alfred Angelone Jr

New Jersey·CRD #812139
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
51 yrs
States
3
Exams
7
Since
1975
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

James Alfred Rossman

Maryland·CRD #2969401
Dual-registered

Dual-registered at BUTTONWOOD FINANCIAL ADVISORS, INC.

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

James Alfred Webster

New York·CRD #2904234
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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