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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+)
JG

James George Faunce

Pennsylvania·CRD #7318825
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
3 yrs
States
1
Exams
2
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
JG

James George Naplacic

New Jersey·CRD #5859638
Dual-registered

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

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JG

James Gerald Lewis

Indiana·CRD #6179013
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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JG

James Gerald Yahoudy

Alabama·CRD #5800778
Dual-registered

Dual-registered at APTUS CAPITAL ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$50k
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JG

James Gerard Cusimano

Montana·CRD #3193098
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JG

James Gerard Hageney Sr

Pennsylvania·CRD #2436891
Dual-registered

Dual-registered at MMA ASSET MANAGEMENT LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
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JG

James Gerard Huhn

Georgia·CRD #1670223
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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JG

James Gerard Krawczyk

Nebraska·CRD #7324406
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM
View profile
JG

James Gerard Polisuk

Michigan·CRD #5923673
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JG

James Gerard Spanarkel

New Jersey·CRD #1160281
Dual-registered

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

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
JG

James G George

Texas·CRD #5734608
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

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

James Giangrande

New York·CRD #2160009
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JG

James Gibbs

California·CRD #3273705
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

James Gilbert Brock Jr

New York·CRD #2192403
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JG

James Gilbert Carroll

Virginia·CRD #2599661
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

James Gilbert Hansen

Florida·CRD #1332863
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
3
Exams
4
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

James Glenn Herrell

California·CRD #2048145
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM / Hourly / Flat Fee
View profile
JG

James Glenn Joyce

North Carolina·CRD #4692146
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
14 yrs
States
1
Exams
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JG

James G Moon

Texas·CRD #6665301
Dual-registered

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

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JG

James Golden Moore

Utah·CRD #7946465
Dual-registered

Dual-registered at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Performance-based / Other
View profile
JG

James Gomatos

Florida·CRD #5833643
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
JG

James Goolsby

Georgia·CRD #1334338
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
41 yrs
States
2
Exams
8
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JG

James Gordon Benson

Minnesota·CRD #871434
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
States
2
Exams
4
Since
1979
Est. fee
AUM / Flat Fee
View profile
JG

James Gordon Gulledge III

South Carolina·CRD #6129781
IA Rep

Investment Adviser Rep at FOSTER VICTOR

Experience
7 yrs
States
1
Exams
4
Since
2019
Fee
AUM / 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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