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+)
JH

James Hunter Cloud

Kentucky·CRD #7307152
IA Rep

Investment Adviser Rep at SAVVY

Experience
6 yrs
States
2
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JH

James Hunter Dees

Georgia·CRD #6390237
Dual-registered

Dual-registered at GENESIS INVESTMENTS

Experience
12 yrs
States
3
Exams
3
Since
2014
Est. fee
AUM
View profile
JH

James Hunter Norman

Missouri·CRD #7839039
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

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

James Ian Toth

Maryland·CRD #5499206
Dual-registered

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

Experience
17 yrs
States
3
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JI

James Ira Moore

California·CRD #6652719
IA Rep

Investment Adviser Rep at ECLECTIC ASSOCIATES, INC.

Experience
10 yrs
States
2
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$400k
View profile
JI

James Ira Scheinberg

California·CRD #2073575
Dual-registered

Dual-registered at NORTH PIER FIDUCIARY MANAGEMENT, LLC

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
View profile
JI

James Ives Ross

New York·CRD #6889632
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

James Jack Pothier

Maine·CRD #7543849
Dual-registered

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

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

James Jacob McDonald

Florida·CRD #3045506
Dual-registered

Dual-registered at WISE WEALTH MANAGEMENT, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Fee
AUM
View profile
JJ

James Janghwan Kim

Texas·CRD #5995274
Dual-registered

Dual-registered at WESTPARK WEALTH ADVISORS, INC.

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

James Jarvis Murchie

Connecticut·CRD #2080728
Dual-registered

Dual-registered at ENERGY INCOME PARTNERS

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Performance-based
Minimum
$500k
View profile
JJ

James Jason Stokes

Florida·CRD #2685011
Dual-registered

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

Experience
28 yrs
States
2
Exams
8
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

James Jason Tinsley

Kansas·CRD #5425393
Dual-registered

Dual-registered at MARINER INSTITUTIONAL, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Fee
AUM / Hourly / Flat Fee
View profile
JJ

James Jason Williams

Massachusetts·CRD #4806982
Dual-registered

Dual-registered at WILLIAMS FINANCIAL, LLC

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JJ

James Jay Goldman

Connecticut·CRD #1904360
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Flat Fee
View profile
JJ

James Jay Hannigan Jr

Idaho·CRD #4066422
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

James Jay Hausberg

California·CRD #714061
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
46 yrs
States
1
Exams
4
Since
1980
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JJ

James Jay Lindsay

California·CRD #5994471
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
3
Exams
6
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

James Jay Mooreland II

California·CRD #3173742
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
3
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

James Jay Schipper

Michigan·CRD #2636447
Dual-registered

Dual-registered at ADVISORY ALPHA, LLC

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

James J Bannon

New York·CRD #7595464
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
JJ

James J Beville

Massachusetts·CRD #4621795
Dual-registered

Dual-registered at MAIN STREET FINANCIAL SOLUTIONS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

James J Breaux

Louisiana·CRD #4663241
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

James J Buchman

Georgia·CRD #7331979
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1432 | AdvisorFinder