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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+)
JK

James King

New Jersey·CRD #4950269
Dual-registered

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

Experience
21 yrs
States
3
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JK

James Kirk Cherry

Mississippi·CRD #4274687
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
24 yrs
States
4
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JK

James Kirk Hawker

Utah·CRD #6572776
IA Rep

Investment Adviser Rep at DRIVE WEALTH ADVISERS

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
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JK

James K Lewis III

Indiana·CRD #2551144
Dual-registered

Dual-registered at NATIONAL WEALTH MANAGEMENT GROUP, LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
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JK

James Knox Patrick III

New York·CRD #1288261
Dual-registered

Dual-registered at PKS ADVISORY SERVICES, LLC

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Flat Fee
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JK

James Kofron

N/A·CRD #5638135
Dual-registered

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

Experience
17 yrs
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
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JK

James Kurtis Sager

Oregon·CRD #7013382
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

James La Motte Deese

Delaware·CRD #2102846
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

James Landeros

California·CRD #6447130
Dual-registered

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

Experience
11 yrs
States
2
Exams
7
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JL

James Landon Moore

Tennessee·CRD #5168320
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

James Langford Spies III

Maryland·CRD #5622129
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

James Lawrence Carroll

Michigan·CRD #1107197
Dual-registered

Dual-registered at POINTE CAPITAL MANAGEMENT LLC

Experience
16 yrs
States
1
Exams
2
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JL

James Lawrence Nicholson

Florida·CRD #7473640
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

James Lawrence Oberheide

Illinois·CRD #2402924
Dual-registered

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

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JL

James Lawrence O'Brien

New York·CRD #7933142
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

James Layton Jones

Florida·CRD #8148236
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

James L Barnard

Texas·CRD #2543450
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
1
Exams
8
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

James L Cody Jr

Michigan·CRD #6795561
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Other
View profile
JL

James Lee

New Jersey·CRD #2371609
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

James Lee Blosser

Kansas·CRD #1503539
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

James Lee Booth

Colorado·CRD #5634506
Dual-registered

Dual-registered at LEGACY WEALTH PARTNERS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
View profile
JL

James Lee Henry III

Pennsylvania·CRD #3100036
IA Rep

Investment Adviser Rep at MYCIO WEALTH PARTNERS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JL

James Lee Mackey

Arkansas·CRD #2634808
Dual-registered

Dual-registered at MACH-1 FINANCIAL GROUP, LLC

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

James Lee Massey

Wisconsin·CRD #1298358
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
41 yrs
States
1
Exams
5
Since
1985
Fee
AUM / Hourly / Flat Fee / Other
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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