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+)
JM

James Mercer Treadwell

Georgia·CRD #3206505
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
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JM

James Merchant Capparelli Jr

California·CRD #8153200
IA Rep

Investment Adviser Rep at ARROWROOT FAMILY OFFICE, LLC

Experience
1 yrs
States
8
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$25k
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JM

James Merle Brunner

North Carolina·CRD #7512274
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Fee
AUM / Hourly / Flat Fee
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JM

James M Fenton

N/A·CRD #5694644
Dual-registered

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

Experience
5 yrs
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
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JM

James M Fountain IV

Alabama·CRD #5852544
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

Experience
15 yrs
States
4
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JM

James M Fox

Illinois·CRD #5712817
Dual-registered

Dual-registered at FINANCIAL & TAX ARCHITECTS, LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Flat Fee
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JM

James M Garvin

Pennsylvania·CRD #6655350
Dual-registered

Dual-registered at SEEDSAFE FINANCIAL LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Fee
AUM / Hourly / Flat Fee
Minimum
$600k
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JM

James M Gibson

Indiana·CRD #5643909
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

James M Glass

New Jersey·CRD #5170275
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JM

James M Goldslager

Florida·CRD #1284910
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

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

James M Halverson

South Dakota·CRD #6352051
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James M.h. Bank

Texas·CRD #4936891
Dual-registered

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

Experience
18 yrs
States
1
Exams
8
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James M Honaker

Florida·CRD #4494135
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James M Hubbard

Texas·CRD #2186049
Dual-registered

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

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Michael Bass

Florida·CRD #2130792
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
27 yrs
States
1
Exams
5
Since
1999
Fee
AUM / Hourly / Flat Fee / Other
View profile
JM

James Michael Burkert

Indiana·CRD #5581966
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James Michael Carilli

Ohio·CRD #2361143
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
33 yrs
States
2
Exams
5
Since
1993
Fee
AUM / Other
View profile
JM

James Michael Carrigan

N/A·CRD #6554225
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
11 yrs
Exams
5
Since
2015
Est. fee
AUM
Minimum
$50k
View profile
JM

James Michael Christian

Colorado·CRD #1731360
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
7
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James Michael Clang

Nebraska·CRD #5246257
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Michael Cobb

Arkansas·CRD #1875858
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
38 yrs
States
8
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Michael Connors

Connecticut·CRD #2973348
Dual-registered

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

Experience
20 yrs
States
2
Exams
8
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Michael Coppola

New York·CRD #1848695
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
38 yrs
States
1
Exams
9
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Michael Earl

Florida·CRD #1234987
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. 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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