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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 Timothy Kersanac

Florida·CRD #4592642
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Timothy Mathis

Texas·CRD #1285473
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
41 yrs
States
1
Exams
9
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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JT

James Timothy Tyrrell

Florida·CRD #3188186
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Other
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JT

James Tinsley Welden

Georgia·CRD #4178034
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
26 yrs
States
3
Exams
5
Since
2000
Fee
AUM / Hourly / Flat Fee
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JT

James T Lam

California·CRD #3076426
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

James T Lambert

Florida·CRD #6970801
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
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JT

James T Northrup II

Florida·CRD #1803742
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
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JT

James T O'Brien

Connecticut·CRD #8083942
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Todd Carbonell

California·CRD #2889360
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

James Todd Lermitte

Pennsylvania·CRD #6417986
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JT

James Todd Smith

Arizona·CRD #1396542
Dual-registered

Dual-registered at PHILLIPS AND COMPANY ADVISORS LLC

Experience
38 yrs
States
10
Exams
10
Since
1988
Fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JT

James T Ogrady

Connecticut·CRD #5949957
Dual-registered

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

Experience
14 yrs
States
4
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Tracy Hackney

Tennessee·CRD #4475351
Dual-registered

Dual-registered at MUSIC ROW WEALTH MANAGEMENT

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JT

James Travis Payne

Georgia·CRD #5053124
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
20 yrs
States
2
Exams
3
Since
2006
Fee
AUM / Hourly / Flat Fee
View profile
JT

James Trent Bardash

Ohio·CRD #2945912
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

James Trevouledes

Pennsylvania·CRD #7006747
Dual-registered

Dual-registered at MCADAM LLC

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

James T Royse

Kentucky·CRD #6935893
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James T Snelson

Texas·CRD #7482733
Dual-registered

Dual-registered at AMERICANA PARTNERS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
JT

James T. Walsh

North Carolina·CRD #6794207
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JT

James Tyler Zimmermann

Connecticut·CRD #7769837
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JV

James V Adam

Minnesota·CRD #4986401
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JV

James Valentine Lupica

Louisiana·CRD #314605
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
53 yrs
States
3
Exams
10
Since
1973
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JV

James Valentine Malaussena

Florida·CRD #2494951
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
31 yrs
States
1
Exams
7
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JV

James Vance Kampstra

Florida·CRD #5645590
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
17 yrs
States
5
Exams
4
Since
2009
Est. fee
AUM / Hourly / 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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