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+)
JP

James P Seppala

Connecticut·CRD #2196140
Dual-registered

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

Experience
30 yrs
States
1
Exams
9
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Winton

Texas·CRD #7144793
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JP

James P Wyman II

Pennsylvania·CRD #6836116
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

James Quinn Brueggeman

Florida·CRD #7234305
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

James Quinn Gilmore

California·CRD #4811922
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Rafoth

Florida·CRD #2243194
Dual-registered

Dual-registered at BPS WEALTH ADVISORS, INC.

Experience
34 yrs
States
8
Exams
7
Since
1992
Fee
AUM
View profile
JR

James Ralph Lester

Texas·CRD #307391
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
55 yrs
States
1
Exams
4
Since
1971
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

James Ramon Padilla

Arizona·CRD #8128975
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
JR

James Randall Webb

Georgia·CRD #2089446
Dual-registered

Dual-registered at CAPE INVESTMENT ADVISORY, INC.

Experience
35 yrs
States
3
Exams
9
Since
1991
Fee
AUM
Minimum
$25k
View profile
JR

James Randall Wells

Florida·CRD #6303185
IA Rep

Investment Adviser Rep at FSA INVESTMENT GROUP, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Flat Fee
View profile
JR

James Randolph Clayton

Georgia·CRD #7028660
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Randolph Loving

Georgia·CRD #6520652
IA Rep

Investment Adviser Rep at APRIO WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
2
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JR

James Randolph Martin

Alabama·CRD #1620186
Dual-registered

Dual-registered at SUNBURST FINANCIAL GROUP, LLC

Experience
24 yrs
States
2
Exams
8
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Ransom Hicks

California·CRD #2057935
Dual-registered

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

Experience
30 yrs
States
2
Exams
8
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James Ransom Potoka

Delaware·CRD #1023936
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
4
Exams
8
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James R Artale

Ohio·CRD #6884986
Dual-registered

Dual-registered at EMVISION CAPITAL ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee
View profile
JR

James Ray Gardner

Nebraska·CRD #4550252
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
25 yrs
States
1
Exams
1
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Ray Magaziner

Connecticut·CRD #1098594
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
4
Exams
6
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Raymond Bishof

California·CRD #5919714
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
15 yrs
States
5
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

James Raymond Healy

Minnesota·CRD #1490071
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Raymond Petrik

Minnesota·CRD #1285620
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
3
Exams
4
Since
1991
Est. fee
AUM / Flat Fee
View profile
JR

James Raymond Seaman

Ohio·CRD #1525056
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Raymond Simone

Washington·CRD #4341761
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JR

James R Barry

Florida·CRD #4233269
Dual-registered

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

Experience
26 yrs
States
4
Exams
3
Since
2000
Est. fee
AUM / Commission / 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 1453 | AdvisorFinder