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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+)
JS

James Sungjin Suh

California·CRD #7138930
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
JS

James Sweiching Lin

California·CRD #2859407
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
View profile
JS

James Swift

Washington·CRD #6460816
IA Rep

Investment Adviser Rep at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

James S Young III

Florida·CRD #4813049
IA Rep

Investment Adviser Rep at EXODUS WEALTH, LLC

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Tafel Feckner Jr

Alaska·CRD #6009034
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
8
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Taylor Granat

Florida·CRD #7852411
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
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JT

James Taylor Nipp

Texas·CRD #6141580
IA Rep

Investment Adviser Rep at SFMG WEALTH ADVISORS

Experience
14 yrs
States
1
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JT

James T Barnes

Pennsylvania·CRD #3267622
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JT

James T. Christy

Texas·CRD #4577507
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Flat Fee
View profile
JT

James T. Donnelly

Minnesota·CRD #3064012
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
View profile
JT

James T Elliott

Connecticut·CRD #4971295
Dual-registered

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

Experience
20 yrs
States
4
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Tenbroeck Baumann

South Carolina·CRD #6635926
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JT

James Terence Hasson

Colorado·CRD #4691204
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Terry Bethea

Alabama·CRD #1420104
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Terry Staples

North Carolina·CRD #1093646
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
1
Exams
7
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Theodore Oakley

Texas·CRD #813008
Dual-registered

Dual-registered at OXBOW ADVISORS, LLC

Experience
51 yrs
States
1
Exams
7
Since
1975
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Theodore Smalling II

California·CRD #5981078
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM / Flat Fee / Performance-based
View profile
JT

James Theodore Tegeler

Arizona·CRD #2976931
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JT

James Theron Cox

Florida·CRD #3074112
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JT

James T Hise

Kansas·CRD #2509039
Dual-registered

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

Experience
32 yrs
States
3
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Thomas

Connecticut·CRD #1066366
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
44 yrs
States
1
Exams
5
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Thomas Arnold

Ohio·CRD #1714461
Dual-registered

Dual-registered at RUNNYMEDE CAPITAL ADVISORS, INC.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly
View profile
JT

James Thomas Borello

Illinois·CRD #1295014
Dual-registered

Dual-registered at JAMES T. BORELLO & CO.

Experience
42 yrs
States
2
Exams
7
Since
1984
Est. fee
AUM
View profile
JT

James Thomas Bova

Connecticut·CRD #1985719
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
4
Exams
7
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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