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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+)
JJ

James Joseph Tracy

Pennsylvania·CRD #1005601
Dual-registered

Dual-registered at AC WEALTH PARTNERS

Experience
44 yrs
States
1
Exams
12
Since
1982
Est. fee
AUM / Flat Fee
Minimum
$10k
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JJ

James Joseph Tyrrell Jr

Maine·CRD #451203
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
53 yrs
States
1
Exams
5
Since
1973
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

James Joseph Wood IV

Arkansas·CRD #4325856
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
16
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

James Joshua Zeleskey Jr

Texas·CRD #6371105
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
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JJ

James Joyner Edmundson Jr

North Carolina·CRD #3166888
Dual-registered

Dual-registered at SALEM INVESTMENT COUNSELORS INC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JJ

James J Senderling

Pennsylvania·CRD #2095097
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
36 yrs
States
1
Exams
6
Since
1990
Est. fee
AUM / Flat Fee
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JJ

James J Stork

Illinois·CRD #4205762
Dual-registered

Dual-registered at PINNACLE FINANCIAL GROUP LLC

Experience
25 yrs
States
2
Exams
2
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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JJ

James Jun Chen

New York·CRD #7638931
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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JK

James Keegan

New Jersey·CRD #8295047
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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JK

James Keith Carlson

Florida·CRD #5817790
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
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JK

James Kellett Darlington II

Tennessee·CRD #2004439
Dual-registered

Dual-registered at EVERSOURCE WEALTH ADVISORS, LLC

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
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JK

James Kemp Linebarger

Texas·CRD #6857665
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
9 yrs
States
1
Since
2017
Fee
AUM / Flat Fee / Performance-based
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JK

James Kenneth Beakas

Ohio·CRD #1620001
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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JK

James Kenneth Gibbs II

Arkansas·CRD #1405039
Dual-registered

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

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Commission / Flat Fee
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JK

James Kenneth Norman

Texas·CRD #5336961
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Performance-based
Minimum
$250k
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JK

James Kenneth Pollard

Michigan·CRD #2935505
Dual-registered

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

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
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JK

James Kenneth Spann

Tennessee·CRD #2291402
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
34 yrs
States
1
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JK

James Kermit Norland

Illinois·CRD #6273830
Dual-registered

Dual-registered at WELLTH ADVISORY SERVICES, LLC

Experience
12 yrs
States
4
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

James Kerwin Koenig

Arizona·CRD #6875757
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
9 yrs
States
12
Exams
3
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JK

James Kevin Johnston

Florida·CRD #1689783
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
38 yrs
States
3
Exams
8
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JK

James Kevin Pheney

Texas·CRD #1272932
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
37 yrs
States
1
Exams
5
Since
1989
Fee
AUM / Hourly / Flat Fee
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JK

James Kevin Wietfeldt

Indiana·CRD #1538264
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JK

James Kevin Wilkins

Florida·CRD #2053611
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
4
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

James Kim

Illinois·CRD #4649932
IA Rep

Investment Adviser Rep at VESTGEN ADVISORS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
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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