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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+)
JL

Jamie Lee Malone

Virginia·CRD #5823046
IA Rep

Investment Adviser Rep at CW ADVISORS, LLC

Experience
16 yrs
States
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JM

Jamie-Lee Miller

Texas·CRD #7065447
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JL

Jamie Lee Schlag

Minnesota·CRD #6114352
Dual-registered

Dual-registered at WESTWOOD MANAGEMENT CORP

Experience
13 yrs
States
1
Exams
8
Since
2013
Fee
AUM / Performance-based
View profile
JS

Jamielee Smith

California·CRD #6348667
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
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JL

Jamie Leigh Friendt

Nebraska·CRD #5486298
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
8
Since
2008
Est. fee
AUM / Flat Fee
View profile
JL

Jamie L Glenn

Connecticut·CRD #4299426
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jamie L Morton

California·CRD #4134039
Dual-registered

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

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jamie L Wynkoop

Connecticut·CRD #4984280
Dual-registered

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

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

Jamie Lyn Horner

Pennsylvania·CRD #6372195
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jamie Lynn Bigsby

Maryland·CRD #3276052
Dual-registered

Dual-registered at GLASSY MOUNTAIN ADVISORS, INC.

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM
View profile
JL

Jamie Lynn Blair

Nebraska·CRD #5454751
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
View profile
JL

Jamie Lynn Breyer

California·CRD #6622636
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jamie Lynn Clemans

Nebraska·CRD #6557856
IA Rep

Investment Adviser Rep at WEALTH MANAGEMENT

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jamie Lynne Low

N/A·CRD #5481400
IA Rep

Investment Adviser Rep at PALOUSE CAPITAL MANAGEMENT, INC.

Experience
18 yrs
Exams
1
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JL

Jamie Lynn Hanson

Texas·CRD #5322363
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jamie Lynn Rottinghaus

Nebraska·CRD #6286988
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
View profile
JL

Jamie Lynn Urbanski

Florida·CRD #2841424
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
29 yrs
States
4
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JM

Jamie Marie Fields

Maryland·CRD #5357659
Dual-registered

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

Experience
19 yrs
States
3
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jamie McCusker Gentry

Georgia·CRD #5624311
IA Rep

Investment Adviser Rep at SIGNATUREFD, LLC

Experience
17 yrs
States
1
Since
2009
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
JM

Jamie M Hoch

Maryland·CRD #7656185
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jamie Michelle Stapf

Pennsylvania·CRD #3264198
Dual-registered

Dual-registered at ETHOS FINANCIAL GROUP, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JM

Jamie Miller Racine

California·CRD #4585375
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
24 yrs
States
3
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JM

Jamie Mittiga Powell

Florida·CRD #1596875
IA Rep

Investment Adviser Rep at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
39 yrs
States
4
Exams
7
Since
1987
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JM

Jamie M Laboska

New York·CRD #4491791
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
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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