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+)
JN

James N Papadakos

Florida·CRD #7733382
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JN

James Nuzzi

California·CRD #1183561
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
3
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JN

James N Whitt

South Carolina·CRD #5992417
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM
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JN

James N Wolfe

Iowa·CRD #5090609
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
16 yrs
States
1
Exams
6
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$250k
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JN

James N Young Jr

Florida·CRD #5609536
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JO

James Oakley Moff III

Pennsylvania·CRD #1976692
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
1
Exams
6
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JO

James Olver Flower

Maine·CRD #3129412
Dual-registered

Dual-registered at H.M. PAYSON

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Flat Fee
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JO

James O'Meara Horton

New York·CRD #7781359
Dual-registered

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

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

Jameson Alan Van Houten

Arizona·CRD #2771800
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JB

Jameson Buehler

North Dakota·CRD #7306170
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jameson Charles Duckworth

Rhode Island·CRD #7161505
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JF

Jameson Francis Maloney

Rhode Island·CRD #6880992
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jameson John Donahue

Pennsylvania·CRD #7242016
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jameson K Stady

Georgia·CRD #6642502
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM / Flat Fee
View profile
JR

Jameson Richard Barrett

Minnesota·CRD #7628173
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jameson S Smith

Ohio·CRD #7692959
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
JT

Jameson Timothy Howley

New York·CRD #7753236
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
JO

James Ordell Judd

Ohio·CRD #1058679
Dual-registered

Dual-registered at VANTAGE FINANCIAL GROUP, INC.

Experience
44 yrs
States
2
Exams
7
Since
1982
Fee
AUM / Commission / Hourly / Flat Fee
View profile
JO

James O'Reilly

California·CRD #5614137
Dual-registered

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

Experience
16 yrs
States
4
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JO

James Orth Davis

California·CRD #1530880
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JO

James Owen Collier Jr.

California·CRD #5359928
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
5
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

James P Agrawal

New York·CRD #1409334
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
41 yrs
States
1
Exams
4
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

James Pati

Rhode Island·CRD #6598435
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JP

James Patrick Bergmaier

Florida·CRD #4913556
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
21 yrs
States
3
Exams
5
Since
2005
Est. 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.

Financial Advisors - Page 1448 | AdvisorFinder