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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+)
JT

James Thomas Elios

Ohio·CRD #2681022
Dual-registered

Dual-registered at ELIOS FINANCIAL GROUP, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Hourly / Subscription
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JT

James Thomas Evans

Texas·CRD #4376560
IA Rep

Investment Adviser Rep at THOMPSON INVESTMENT MANAGEMENT, INC.

Experience
25 yrs
States
2
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$100k
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JT

James Thomas Falls

Florida·CRD #5697386
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
17 yrs
States
3
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JT

James Thomas Ferrin

Utah·CRD #5829443
Dual-registered

Dual-registered at ASSET ONE WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Fee
AUM
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JT

James Thomas Gioia

Tennessee·CRD #2059014
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
34 yrs
States
2
Exams
3
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JT

James Thomas Gomez

Alabama·CRD #6783703
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
9 yrs
States
23
Exams
6
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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JT

James Thomas Greenwell

Georgia·CRD #1515931
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
40 yrs
States
3
Exams
8
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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JT

James Thomas Johnson

Ohio·CRD #6536534
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Thomas Kirk

Minnesota·CRD #4767960
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Flat Fee
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JT

James Thomas Krupar

Colorado·CRD #7425961
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Other
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JT

James Thomas McLaughlin

Illinois·CRD #2918782
Dual-registered

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

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
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JT

James Thomas Metcalf Jr

Colorado·CRD #1107415
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Flat Fee
View profile
JT

James Thomas Moster Jr

Illinois·CRD #2334377
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Thomas Moylan

California·CRD #5292132
Dual-registered

Dual-registered at SFE INVESTMENT COUNSEL INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Flat Fee
View profile
JT

James Thomas Nichols

Alabama·CRD #1852696
Dual-registered

Dual-registered at CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Experience
33 yrs
States
48
Exams
7
Since
1993
Fee
AUM
View profile
JT

James Thomas Riner

California·CRD #376932
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
47 yrs
States
1
Exams
5
Since
1979
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JT

James Thomas Ruthrauff

Colorado·CRD #1523375
Dual-registered

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

Experience
39 yrs
States
3
Exams
6
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Thomas Welch

Massachusetts·CRD #4615463
IA Rep

Investment Adviser Rep at 93 FINANCIAL GROUP, LLC

Experience
18 yrs
States
1
Exams
1
Since
2008
Fee
AUM
View profile
JT

James Thomas Ziebarth

Wisconsin·CRD #2819382
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Thurman Kahn

California·CRD #2619769
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
5
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

James Tian-Hwa Shen

California·CRD #4659338
IA Rep

Investment Adviser Rep at FORUSALL

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
JT

James Timothy Ayers

New Hampshire·CRD #5600203
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Timothy Chandler

Arizona·CRD #1405857
Dual-registered

Dual-registered at XCELSIOR ADVISOR PARTNERS LLC

Experience
37 yrs
States
3
Exams
9
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Timothy Gattis

Tennessee·CRD #2386692
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
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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