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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+)
JB

Jamie Brooke Thomas

Colorado·CRD #8140049
IA Rep

Investment Adviser Rep at DYNAMIC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JB

Jamie Bryan Calkins

Florida·CRD #5369035
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
JC

Jamie Christen Gore

Florida·CRD #6793220
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM
Minimum
$100k
View profile
JC

Jamie Christopher Morgan

Kentucky·CRD #4189954
Dual-registered

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

Experience
26 yrs
States
3
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jamie Christopher Smith

California·CRD #4654925
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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JD

Jamie David Sledge

North Carolina·CRD #4078983
Dual-registered

Dual-registered at SLEDGE AND COMPANY WEALTH ADVISORS

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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JD

Jamie Deann Gonzales

Arizona·CRD #6774931
IA Rep

Investment Adviser Rep at GR FINANCIAL GROUP, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Performance-based / Other
Minimum
$250k
View profile
JD

Jamie Dewayne Carmack

Texas·CRD #3240849
Dual-registered

Dual-registered at CORDA INVESTMENT MANAGEMENT, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM
View profile
JD

Jamie Dillon

Texas·CRD #5348066
Dual-registered

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

Experience
17 yrs
States
1
Exams
8
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jamie D Zamani

Connecticut·CRD #4891047
Dual-registered

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

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jamie Eleanor Olson

Colorado·CRD #7349489
Dual-registered

Dual-registered at HEIRLOOM WEALTH MANAGEMENT LLC

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

Jamie Ellison

Florida·CRD #6276186
Dual-registered

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

Experience
12 yrs
States
2
Exams
7
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jamie E Reynolds

New York·CRD #4705536
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
8
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jamie Franceschina

Texas·CRD #5842997
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
View profile
JI

Jamie Inah Lee

New Jersey·CRD #5859349
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jamie Jenkins

Texas·CRD #7241966
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JJ

Jamie Jezik

Florida·CRD #5112580
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jamie Kent Young

Florida·CRD #1371006
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jamie L Dicataldo

New York·CRD #3261539
Dual-registered

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

Experience
24 yrs
States
3
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jamie Leanne Cox

New Mexico·CRD #3086266
IA Rep

Investment Adviser Rep at FIRST HEARTLAND CONSULTANTS, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jamie Lee Abbott

New York·CRD #6300879
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jamie Lee Alpaugh

California·CRD #7302854
IA Rep

Investment Adviser Rep at BRIO FINANCIAL GROUP

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jamie Lee Cain

Minnesota·CRD #4004079
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jamie Lee Conlon

Texas·CRD #5341140
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
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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