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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+)
JL

James Lynn Cagle

Tennessee·CRD #1364768
Dual-registered

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

Experience
41 yrs
States
2
Exams
7
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JL

James Lynn Richmond

Pennsylvania·CRD #2500490
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
32 yrs
States
1
Exams
3
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
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JL

James Lynn Shubert

Ohio·CRD #843093
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
49 yrs
States
1
Exams
7
Since
1977
Est. fee
AUM / Hourly / Flat Fee
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JM

James Macaulay

Georgia·CRD #6886686
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JM

James Mack Cunningham III

South Carolina·CRD #7431883
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Mac Tate

Wyoming·CRD #442828
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
53 yrs
States
1
Exams
6
Since
1973
Est. fee
AUM / Hourly / Flat Fee
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JM

James Maher

Texas·CRD #6310434
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
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JM

James Mahoney

Connecticut·CRD #4606032
Dual-registered

Dual-registered at INVESTMARK ADVISORY GROUP LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Fee
AUM / Hourly / Flat Fee
View profile
JM

James Makrianes

New York·CRD #7131699
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Malcolm Wade

Georgia·CRD #4716767
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
9
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James Marc Vorchheimer

New York·CRD #2745751
Dual-registered

Dual-registered at INTEGRATED FINANCIAL CONSULTING, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Marion Garrison

Tennessee·CRD #1365996
IA Rep

Investment Adviser Rep at SILVER OAK SECURITIES, INC.

Experience
41 yrs
States
1
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Marion Nelson

Florida·CRD #1931451
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Mark Curry

Ohio·CRD #1482724
IA Rep

Investment Adviser Rep at CONSOLIDATED FINANCIAL

Experience
40 yrs
States
1
Exams
3
Since
1986
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JM

James Mark Joseph

Texas·CRD #2714510
Dual-registered

Dual-registered at SENTINEL WEALTH MANAGEMENT, INC.

Experience
30 yrs
States
2
Exams
4
Since
1996
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JM

James Mark Kiwiet

Illinois·CRD #7463983
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
JM

James Mark Trippon

Texas·CRD #2491347
Dual-registered

Dual-registered at TRIPPON WEALTH MANAGEMENT GROUP LLC

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM
Minimum
$500k
View profile
JM

James Marshall Bruton

Pennsylvania·CRD #3010121
Dual-registered

Dual-registered at BRUTON CHISNELL ADVISORS, LLC

Experience
28 yrs
States
2
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee
View profile
JM

James Marshall Mars

Texas·CRD #1492554
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Marshall Schwarz

California·CRD #1170765
Dual-registered

Dual-registered at CLEAR RETIREMENT ADVICE LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
Flat Fee
View profile
JM

James Marshall Stevens

New York·CRD #7258978
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
JM

James Martin Aid

Tennessee·CRD #2459919
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
View profile
JM

James Martin Amato

Texas·CRD #6361021
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Martin Appel Mr.

California·CRD #6445389
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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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