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 Mota

Florida·CRD #5650574
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JM

James Moyer Fernberger

Pennsylvania·CRD #866552
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
47 yrs
States
1
Exams
4
Since
1979
Est. fee
AUM / Flat Fee
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JM

James M Reeves

Arizona·CRD #5706331
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
3
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
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JM

James M Sleight

Connecticut·CRD #2014684
Dual-registered

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

Experience
36 yrs
States
2
Exams
7
Since
1990
Est. fee
AUM / Commission / Flat Fee
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JM

James M Stapleton

California·CRD #5274540
Dual-registered

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

Experience
17 yrs
States
5
Exams
6
Since
2009
Est. fee
AUM / Commission / Flat Fee
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JM

James M Thornton

Illinois·CRD #2859113
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

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

James M Wood Jr

California·CRD #5517060
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JM

James Myers

Florida·CRD #3252173
Dual-registered

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

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JN

James Nagno Fujita

California·CRD #4820609
Dual-registered

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

Experience
20 yrs
States
1
Exams
8
Since
2006
Fee
AUM / Other
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JN

James Neal Tennyson

Missouri·CRD #2626482
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

James Neaylon

Illinois·CRD #1528446
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JN

James Neil Henry

California·CRD #2633325
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
5
Exams
8
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JN

James N Ellowitch

New Jersey·CRD #200545
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
58 yrs
States
1
Exams
6
Since
1968
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JN

James Nendel Pepperman

Delaware·CRD #2492391
Dual-registered

Dual-registered at ALDEN CAPITAL

Experience
32 yrs
States
6
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JN

James N Grzymkowski

Florida·CRD #2409143
Dual-registered

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

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JN

James Nicholas Chiconas

Oklahoma·CRD #2803310
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

James Nicholas Demeo Jr

New York·CRD #1170034
Dual-registered

Dual-registered at SHULMAN DEMEO ASSET MANAGEMENT, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$2.0M
View profile
JN

James Nicholas Proffitt Jr

North Carolina·CRD #4342210
IA Rep

Investment Adviser Rep at PROFFITT & GOODSON INC.

Experience
22 yrs
States
4
Since
2004
Est. fee
AUM / Hourly / Other
View profile
JN

James Nicholas Sarandis

California·CRD #6653637
Dual-registered

Dual-registered at CABIN ADVISORS, LLC

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JN

James Nicholas Volpe

Nevada·CRD #4553675
Dual-registered

Dual-registered at REDHAWK WEALTH ADVISORS, INC.

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Flat Fee
Minimum
$1k
View profile
JN

James N Matthews

Maryland·CRD #5852135
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
View profile
JN

James Norman Norman Deitrich Jr

Pennsylvania·CRD #1534355
Dual-registered

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

Experience
36 yrs
States
2
Exams
9
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JN

James Norman Riley

New York·CRD #1857635
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JN

James Norman Wert

Pennsylvania·CRD #1270705
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
41 yrs
States
1
Exams
4
Since
1985
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.

Financial Advisors - Page 1447 | AdvisorFinder