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+)
JF

James Francis Leblond

Maine·CRD #2951234
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
27 yrs
States
3
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

James Francis Locke Jr

Delaware·CRD #6895219
IA Rep

Investment Adviser Rep at SOUND INCOME STRATEGIES, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JF

James Francis McCrone

Ohio·CRD #7978544
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

James Francis McCrory

Maryland·CRD #705683
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
46 yrs
States
1
Exams
6
Since
1980
Est. fee
AUM / Hourly / Flat Fee
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JF

James Francis Murphy

Tennessee·CRD #4308605
Dual-registered

Dual-registered at BARKSDALE INVESTMENT MANAGEMENT

Experience
24 yrs
States
1
Exams
10
Since
2002
Fee
AUM
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JF

James Francis Sandbothe

New Mexico·CRD #4003544
Dual-registered

Dual-registered at &PARTNERS

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JF

James Francis Schnieders

California·CRD #2751181
Dual-registered

Dual-registered at SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Experience
24 yrs
States
2
Exams
2
Since
2002
Est. fee
AUM
Minimum
$250k
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JF

James Francis Stewart

Texas·CRD #2634424
IA Rep

Investment Adviser Rep at WORTH ASSET MANAGEMENT

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM
Minimum
$25k
View profile
JF

James Francis Thomas Jr

California·CRD #1101127
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
43 yrs
States
1
Exams
6
Since
1983
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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JF

James Francis Watkinson

New York·CRD #2865925
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
4
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
JF

James Francis Welde

Pennsylvania·CRD #8114567
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
JF

James Frank Fill Jr

North Carolina·CRD #7230821
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
View profile
JF

James Frank Letson

Georgia·CRD #4643471
IA Rep

Investment Adviser Rep at LETSON INVESTMENT MANAGEMENT, INC.

Experience
20 yrs
States
1
Exams
1
Since
2006
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
JF

James Franklin Davenport

Utah·CRD #2872276
Dual-registered

Dual-registered at CREWE ADVISORS

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$2.0M
View profile
JF

James Franklin Johnson Jr

Florida·CRD #1065544
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
44 yrs
States
4
Exams
5
Since
1982
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JF

James Franklin Lassiter

North Carolina·CRD #303207
Dual-registered

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

Experience
54 yrs
States
2
Exams
6
Since
1972
Est. fee
AUM / Commission / Flat Fee
View profile
JF

James Franklin Shenk

Pennsylvania·CRD #2876098
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
29 yrs
States
1
Exams
8
Since
1997
Fee
AUM / Hourly / Flat Fee / Other
View profile
JF

James Franklyn Vandewalle

New York·CRD #845901
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
48 yrs
States
2
Exams
8
Since
1978
Est. fee
AUM / Flat Fee
View profile
JF

James Frank Moore

Texas·CRD #7568886
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JF

James Fred Ade Jr

Pennsylvania·CRD #2232297
Dual-registered

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

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JF

James F Reddington

Florida·CRD #2560133
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

James Frederic Chetwood III

North Carolina·CRD #4889564
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
21 yrs
States
1
Exams
3
Since
2005
Fee
AUM / Flat Fee / Performance-based
View profile
JF

James Frederick Kimmel

Arizona·CRD #2573907
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
31 yrs
States
1
Exams
5
Since
1995
Fee
AUM / Hourly / Flat Fee / Other
View profile
JF

James Frederick Loyd

Georgia·CRD #5957966
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
11 yrs
States
1
Exams
2
Since
2015
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
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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