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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+)
JR

James R Connors

Massachusetts·CRD #7733502
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James R Dawson

Illinois·CRD #6295621
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JR

James R Derrick Jr.

Texas·CRD #4145920
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

James Reginald Moise

Massachusetts·CRD #4969885
Dual-registered

Dual-registered at LITTLE HOUSE CAPITAL, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JR

James Reid

Michigan·CRD #6008796
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JR

James Reid Gilmore

California·CRD #1500153
Dual-registered

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

Experience
39 yrs
States
2
Exams
7
Since
1987
Est. fee
AUM / Commission / Flat Fee
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JR

James Releford Helvey

North Carolina·CRD #5156968
IA Rep

Investment Adviser Rep at CASSIA CAPITAL PARTNERS LLC

Experience
14 yrs
States
2
Exams
1
Since
2012
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
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JR

James Remington Perkins

Illinois·CRD #5880951
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

Experience
11 yrs
States
2
Exams
2
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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JR

James Reppas

Texas·CRD #8279781
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Rex Ivie

Louisiana·CRD #5037555
Dual-registered

Dual-registered at HEALTHEQUITY ADVISORS

Experience
14 yrs
States
3
Exams
2
Since
2012
Fee
AUM / Flat Fee
Minimum
$25
View profile
JR

James R Hammack

Illinois·CRD #6564453
Dual-registered

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

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
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JR

James R Hayward

Massachusetts·CRD #6196140
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Richard Balsamides

New Jersey·CRD #5094735
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James Richard Bentley

Michigan·CRD #3177576
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Bodensteiner

North Dakota·CRD #3030031
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
28 yrs
States
2
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee
View profile
JR

James Richard Cannon

Arizona·CRD #1755987
Dual-registered

Dual-registered at DYNAMIC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

James Richard Carlson

California·CRD #707997
Dual-registered

Dual-registered at NORTHLAND ASSET MANAGEMENT

Experience
46 yrs
States
8
Exams
12
Since
1980
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

James Richard Casey

Minnesota·CRD #2183077
Dual-registered

Dual-registered at NORTH AMERICAN WEALTH ADVISORS INC.

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM
View profile
JR

James Richard Connors

Florida·CRD #1517220
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
4
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Corrente

Louisiana·CRD #841104
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
49 yrs
States
1
Exams
7
Since
1977
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

James Richard Gray

New York·CRD #2936144
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
3
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Householder Jr

Minnesota·CRD #2258293
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Jackson

Idaho·CRD #7006718
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Fee
AUM / Other
View profile
JR

James Richard Joynes

Minnesota·CRD #1861005
Dual-registered

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

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Commission / 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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