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+)
JR

James Richard Koller

California·CRD #5978455
Dual-registered

Dual-registered at LAZARI CAPITAL MANAGEMENT, INC.

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$250k
View profile
JR

James Richard Lull

California·CRD #8031888
Dual-registered

Dual-registered at SIGNATURE INVESTMENT ADVISORS, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM
Minimum
$250k
View profile
JR

James Richard Maxon

Oregon·CRD #5470702
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

James Richard Mertz

Minnesota·CRD #1001710
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
45 yrs
States
1
Exams
6
Since
1981
Fee
AUM / Hourly / Flat Fee / Other
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JR

James Richard Millar

Florida·CRD #2581124
Dual-registered

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

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
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JR

James Richard Morton

Missouri·CRD #1684747
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Reim

Pennsylvania·CRD #1303142
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
42 yrs
States
1
Exams
9
Since
1984
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JR

James Richard Reitzel Jr

Georgia·CRD #840931
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
49 yrs
States
7
Exams
4
Since
1977
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JR

James Richard Schaffer Jr

Florida·CRD #1294286
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
3
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

James Richard Shaver

Montana·CRD #1769162
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Richard Sophia Jr

Ohio·CRD #3222645
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Other
View profile
JR

James Richard Taylor

Texas·CRD #5346246
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JR

James Richard Wigen

Texas·CRD #2786609
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
25 yrs
States
1
Exams
3
Since
2001
Fee
AUM / Hourly / Flat Fee / Other
View profile
JR

James Richard Wisniewski

Florida·CRD #1108681
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
43 yrs
States
3
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

James Rick Kirby

North Carolina·CRD #1244731
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
41 yrs
States
1
Exams
4
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JR

James Riggs Stafford

Maryland·CRD #2756099
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
3
Exams
4
Since
1996
Est. fee
AUM / Flat Fee
View profile
JR

James Riley Ruddy

Illinois·CRD #7278396
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James R Jackson

California·CRD #5527801
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM
Minimum
$50k
View profile
JR

James R Kuzmich

California·CRD #4449473
Dual-registered

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

Experience
21 yrs
States
3
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James R Liljedahl

Connecticut·CRD #5920603
Dual-registered

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

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James R Llovera

California·CRD #5892275
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James R McCall

Massachusetts·CRD #2557718
Dual-registered

Dual-registered at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Experience
21 yrs
States
1
Exams
2
Since
2005
Est. fee
AUM / Flat Fee
View profile
JR

James R Meetze

California·CRD #5584834
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JR

James R Nici

Florida·CRD #4336536
Dual-registered

Dual-registered at FINANCIAL TRANSPARENCY

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$25k
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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