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+)
JE

James E. Oakes

North Carolina·CRD #4753890
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
4
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

James Eric Hutchby

North Carolina·CRD #2573815
Dual-registered

Dual-registered at ACCURATE WEALTH MANAGEMENT, LLC

Experience
31 yrs
States
1
Exams
7
Since
1995
Fee
AUM / Hourly / Flat Fee / Performance-based
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JE

James Eric Mullins

Kentucky·CRD #4548105
Dual-registered

Dual-registered at INVESTMENTS & FINANCIAL PLANNING, LLC

Experience
24 yrs
States
2
Exams
6
Since
2002
Fee
AUM / Hourly / Flat Fee
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JE

James Ernest Dickerson

Louisiana·CRD #5989609
IA Rep

Investment Adviser Rep at FMSA

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly
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JE

James Ernest Fereday

Texas·CRD #3019113
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JE

James Ernest Koestner

Texas·CRD #1594155
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Flat Fee
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JE

James E Roberts

South Carolina·CRD #5401304
Dual-registered

Dual-registered at INTENTIONAL

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly
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JE

James E Roeske

California·CRD #4135980
Dual-registered

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

Experience
26 yrs
States
2
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
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JE

James Errigo Hoff

New Jersey·CRD #7051254
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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JE

James Ervin Stephens Jr

Tennessee·CRD #2139534
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Flat Fee
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JE

James Erwin Wing

New Hampshire·CRD #717529
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
46 yrs
States
3
Exams
4
Since
1980
Est. fee
AUM / Flat Fee
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JE

James E Saturne

Connecticut·CRD #4926868
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JE

James E Schwartz

New York·CRD #5613962
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JE

James E Smythe

Florida·CRD #7931794
Dual-registered

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

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JE

James E Toepel

Texas·CRD #6060593
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
View profile
JE

James Euart Cochran

Tennessee·CRD #5627737
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
View profile
JE

James Eugene Ely Jr

California·CRD #1843373
Dual-registered

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

Experience
34 yrs
States
1
Exams
8
Since
1992
Fee
AUM / Other
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JE

James Eugene Holmes III

North Carolina·CRD #2174697
Dual-registered

Dual-registered at THREE MAGNOLIAS FINANCIAL ADVISORS

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JE

James Eugene Magrane

Iowa·CRD #6633202
IA Rep

Investment Adviser Rep at NICOLET WEALTH MANAGEMENT

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM
View profile
JE

James Evan Maguire

Illinois·CRD #7702575
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

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

James Evan Sarow

Texas·CRD #4137644
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Fee
AUM / Other
View profile
JE

James Everette Stike

North Carolina·CRD #1721201
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JE

James Everett Hall Jr

Texas·CRD #6707754
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
9 yrs
States
1
Since
2017
Fee
AUM / Flat Fee / Performance-based
View profile
JF

James Farnham

New Hampshire·CRD #5493949
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / 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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