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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 P Franklin

Utah·CRD #7327654
Dual-registered

Dual-registered at ASSET ONE WEALTH MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM
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JP

James P. Godwin

Arizona·CRD #4456647
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

James Phelps

Florida·CRD #7434803
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
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JP

James Philip Geygan

New Jersey·CRD #5156746
Dual-registered

Dual-registered at GLOBAL VALUE INVESTMENT CORPORATION

Experience
13 yrs
States
3
Exams
5
Since
2013
Est. fee
AUM / Performance-based
Minimum
$1.0M
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JP

James Philip Jones

Florida·CRD #2886876
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
17 yrs
States
5
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JP

James Philip Sandager

Iowa·CRD #2617708
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Other
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JP

James Philip Sporrer

Pennsylvania·CRD #2233467
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

James Phillips Thomas Jr

North Carolina·CRD #2762672
Dual-registered

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

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Commission / Flat Fee
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JP

James Phillip Winther

Texas·CRD #3188240
Dual-registered

Dual-registered at BEACON GLOBAL ADVISOR NETWORK, LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Fee
AUM / Hourly / Flat Fee / Other
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JP

James Phuc Hua

Washington·CRD #5950165
IA Rep

Investment Adviser Rep at OPAL ADVISORS

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Performance-based
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JP

James Pierce Hill

New York·CRD #7133302
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James Pierce Lalor

North Carolina·CRD #6042766
Dual-registered

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

Experience
14 yrs
States
3
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Knox

Connecticut·CRD #8028023
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
View profile
JP

James P McMahon

Indiana·CRD #1502523
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
27 yrs
States
1
Exams
3
Since
1999
Fee
AUM / Flat Fee / Performance-based
View profile
JP

James P Middleton

Pennsylvania·CRD #3101391
Dual-registered

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

Experience
28 yrs
States
3
Exams
3
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P. Murray

California·CRD #7362344
IA Rep

Investment Adviser Rep at SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly
Minimum
$100k
View profile
JP

James P O'Connor

Texas·CRD #2054715
Dual-registered

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

Experience
36 yrs
States
1
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Olivo

Connecticut·CRD #4053774
Dual-registered

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

Experience
25 yrs
States
3
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Orr

Georgia·CRD #2527765
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James Prassel Fitzgerald

Florida·CRD #6948293
Dual-registered

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

Experience
5 yrs
States
4
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Ruskin

Connecticut·CRD #1139130
Dual-registered

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

Experience
35 yrs
States
3
Exams
11
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James Pruskowski

New Jersey·CRD #2611704
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission
Minimum
$50k
View profile
JP

James Pruter

California·CRD #5512335
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
JP

James P Schwendeman

Kentucky·CRD #6803796
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
9 yrs
States
1
Exams
4
Since
2017
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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