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 Milam Pettus III

Texas·CRD #1739120
Dual-registered

Dual-registered at M. E. ALLISON & CO., INC.

Experience
29 yrs
States
1
Exams
7
Since
1997
Est. fee
AUM / Hourly / Other
Minimum
$100k
View profile
JM

James Millard Smith

Texas·CRD #3183678
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

James Miller

Alabama·CRD #5797090
Dual-registered

Dual-registered at EVERSOURCE WEALTH ADVISORS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Milne Provencher

California·CRD #2665851
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
3
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James Milton Clark

Florida·CRD #1471379
Dual-registered

Dual-registered at BELLEAIR ASSET MANAGEMENT, LLC

Experience
39 yrs
States
2
Exams
7
Since
1987
Est. fee
AUM / Flat Fee
View profile
JM

James Min Yoo

California·CRD #4640401
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

James Mitchell Fountain III

Alabama·CRD #1701248
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JM

James M. Kaiser

Indiana·CRD #4442855
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

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

James M. Levine

Ohio·CRD #4686888
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James M Lin

California·CRD #5430765
Dual-registered

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

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James M Lobocchiaro

Maryland·CRD #7714975
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
View profile
JM

James M Loftus

California·CRD #5643201
Dual-registered

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

Experience
16 yrs
States
3
Exams
7
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James M Madigan

California·CRD #5509013
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James M Monagan

Michigan·CRD #4505244
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James M Montgomery

Missouri·CRD #5485951
Dual-registered

Dual-registered at ATWOOD & PALMER, INC.

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JM

James M Moore

Kansas·CRD #5785151
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
16 yrs
States
2
Exams
3
Since
2010
Fee
AUM / Flat Fee / Performance-based
View profile
JM

James M Occhiato

Georgia·CRD #4756570
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James M Oertling

New Jersey·CRD #5927253
Dual-registered

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

Experience
15 yrs
States
3
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Moore Whaley Jr

Texas·CRD #2289944
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

James M Orders II

Maryland·CRD #2529269
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Morgan Harris

Illinois·CRD #8159186
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

James Morris O'Connor

South Carolina·CRD #5276194
Dual-registered

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

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

James Morris Pollack

Michigan·CRD #7306912
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JM

James Morris Smith

Tennessee·CRD #2438276
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / 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 1446 | AdvisorFinder