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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+)
JP

James Paul Marquardt

Minnesota·CRD #1863266
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
2
Exams
6
Since
1988
Est. fee
AUM / Flat Fee
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JP

James Paul Marten

California·CRD #1018205
Dual-registered

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

Experience
45 yrs
States
2
Exams
4
Since
1981
Est. fee
AUM / Commission / Flat Fee
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JP

James Paul Moriarty

Massachusetts·CRD #4724565
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

James Paul Sianta

Illinois·CRD #2628764
Dual-registered

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

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
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JP

James Paul Smith

South Carolina·CRD #1989232
IA Rep

Investment Adviser Rep at CREATIVEONE SECURITIES, LLC

Experience
36 yrs
States
1
Exams
4
Since
1990
Est. fee
AUM / Hourly
Minimum
$25k
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JP

James Paul Wyman

Pennsylvania·CRD #2119011
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
2
Exams
8
Since
1991
Est. fee
AUM / Flat Fee
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JP

James P Brandau

Pennsylvania·CRD #4225196
Dual-registered

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

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
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JP

James P Cannon

Rhode Island·CRD #8083909
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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JP

James P Cotter

New York·CRD #4692357
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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JP

James Pearce Priebe

Oklahoma·CRD #7639221
IA Rep

Investment Adviser Rep at CX INSTITUTIONAL, LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$5k
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JP

James Peirce Daly

New Jersey·CRD #6338973
IA Rep

Investment Adviser Rep at SEELAUS ASSET MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JP

James Pei-Yuen Huang

Oregon·CRD #4020305
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Fee
AUM / Flat Fee / Other
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JP

James Perry Campbell III

Florida·CRD #2732568
Dual-registered

Dual-registered at CAMPBELL ASSET MANAGEMENT, LLC

Experience
22 yrs
States
5
Exams
2
Since
2004
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JP

James Perry Dicus

North Carolina·CRD #7211979
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

James Peter Carchedi Jr.

Ohio·CRD #4269517
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James Peter Healy

Texas·CRD #1255975
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

James Peter Helgens

Illinois·CRD #5780473
IA Rep

Investment Adviser Rep at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

James Peter Maimone

New Jersey·CRD #6679342
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JP

James Peter Martin

Connecticut·CRD #3240126
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
3
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

James Peter Myers

Florida·CRD #7293108
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Other
View profile
JP

James Peter Novakovich III

California·CRD #4446227
Dual-registered

Dual-registered at NOVA WEALTH MANAGEMENT, INC.

Experience
23 yrs
States
3
Exams
3
Since
2003
Fee
AUM / Hourly
Minimum
$150k
View profile
JP

James Peter Ryan

Oklahoma·CRD #1907334
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

James Peter Shannon

Florida·CRD #4136889
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

James Peter Veers

Illinois·CRD #7775311
IA Rep

Investment Adviser Rep at STUDIO INVESTMENT MANAGEMENT

Experience
3 yrs
States
1
Since
2023
Fee
AUM / Flat Fee
Minimum
$1.0M
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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