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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 Aubrey Sapp Jr

Alabama·CRD #2464496
Dual-registered

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

Experience
32 yrs
States
3
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JA

James August Bartolacci

Pennsylvania·CRD #2742370
IA Rep

Investment Adviser Rep at IAM ADVISORY LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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JA

James Augustus Bowers III

Georgia·CRD #5289266
Dual-registered

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

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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JA

James Austin Duke

Texas·CRD #5887880
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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JA

James Austin Roth

Texas·CRD #5814006
Dual-registered

Dual-registered at ROTH FINANCIAL PARTNERS LLC

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

James A. Vanek

Michigan·CRD #6620453
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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JA

James A White Sr

Texas·CRD #4336610
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JB

James Ball

Florida·CRD #4434124
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
7
Exams
9
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

James Baratta

New Jersey·CRD #2926645
Dual-registered

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

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JB

James Barker White

California·CRD #4382100
Dual-registered

Dual-registered at TEMPUS WEALTH PLANNING, LLC

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

James Baroutas

New Jersey·CRD #1252613
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
42 yrs
States
2
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JB

James Barrett Rouse Mr.

Texas·CRD #2079302
IA Rep

Investment Adviser Rep at PIN OAK INVESTMENT ADVISORS INC

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Flat Fee / Performance-based / Other
Minimum
$2.0M
View profile
JB

James B. Costello

New Jersey·CRD #6030812
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

James B Cox

Ohio·CRD #4650773
Dual-registered

Dual-registered at KINTRA WEALTH, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

James Beal

South Carolina·CRD #6818879
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

James Beaura Plair Jr

South Carolina·CRD #1411578
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
1
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

James Belfield Thornton

North Carolina·CRD #2634204
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

James Bell

Texas·CRD #7352278
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
View profile
JB

James Bennett Liberman

California·CRD #309099
Dual-registered

Dual-registered at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Experience
53 yrs
States
2
Exams
7
Since
1973
Est. fee
AUM / Hourly
Minimum
$50k
View profile
JB

James Benson Barton

Ohio·CRD #1587057
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
37 yrs
States
1
Exams
3
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

James Berg III

Georgia·CRD #4261121
Dual-registered

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

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JB

James Berg, Jr.

Georgia·CRD #870029
Dual-registered

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

Experience
47 yrs
States
1
Exams
7
Since
1979
Est. fee
AUM / Commission / Flat Fee
View profile
JB

James Berg Paragamian

District Of Columbia·CRD #1019628
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
45 yrs
States
4
Exams
5
Since
1981
Est. fee
AUM / Flat Fee
View profile
JB

James Bernard Brown

Connecticut·CRD #7570901
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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