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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+)
JC

James Christopher Sargent

Texas·CRD #4809694
Dual-registered

Dual-registered at BENTOAK CAPITAL

Experience
14 yrs
States
1
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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JC

James Christopher Scott

Pennsylvania·CRD #5053110
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
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JC

James Christopher Senese

New York·CRD #2701306
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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JC

James C Kranz

Connecticut·CRD #5531140
Dual-registered

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

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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JC

James C Kreid

Illinois·CRD #2239213
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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JC

James Clarence Ganger

Minnesota·CRD #2055216
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
36 yrs
States
1
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

James Clark

Florida·CRD #5915681
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JC

James Clay Vanderwaal

Delaware·CRD #711313
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

Experience
45 yrs
States
3
Exams
4
Since
1981
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JC

James C Leonard

Texas·CRD #1492584
Dual-registered

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

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
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JC

James Clifford Bassett

California·CRD #6445839
IA Rep

Investment Adviser Rep at PEAK AMERICAN INVESTMENT ADVISORS, INC.

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$30k
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JC

James Clifton Neathery

Texas·CRD #2113004
IA Rep

Investment Adviser Rep at REDHAWK WEALTH ADVISORS, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$1k
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JC

James Clint Rider

Louisiana·CRD #4758500
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

James C Lowell

Maine·CRD #7078051
IA Rep

Investment Adviser Rep at J.M. ARBOUR, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JC

James C Magee

Florida·CRD #5979679
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JC

James C. Manuola

New Jersey·CRD #4023282
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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JC

James C Meyer

Minnesota·CRD #1896490
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
3
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

James Cody Tafel

Virginia·CRD #7220271
Dual-registered

Dual-registered at THOMPSON SIEGEL & WALMSLEY LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Performance-based
View profile
JC

James Cofer Winters

Virginia·CRD #1315829
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
41 yrs
States
1
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JC

James Cole Delucas

Virginia·CRD #6657504
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JC

James Coleman

Florida·CRD #5241573
Dual-registered

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

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JC

James Colin Bacon

Massachusetts·CRD #6312960
IA Rep

Investment Adviser Rep at NUTTER INVESTMENT ADVISORS

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JC

James Colin Sturgis

Georgia·CRD #5333171
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
16 yrs
States
1
Exams
2
Since
2010
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
JC

James Collin McKenna

New Hampshire·CRD #2932687
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
1
Exams
8
Since
1997
Est. fee
AUM / Flat Fee
View profile
JC

James Connor Montgomery

Delaware·CRD #6768478
Dual-registered

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

Experience
9 yrs
States
4
Exams
3
Since
2017
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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