AdFi

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+)
JM

Jamie Monique Goldsmith

New York·CRD #5705594
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jamie Nichole Cassidy

Colorado·CRD #7072076
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JN

Jamie Nicole Sheppard

Michigan·CRD #8009230
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JN

Jamie Noelle Cox

New Jersey·CRD #7370397
IA Rep

Investment Adviser Rep at NEW HORIZONS WEALTH MANAGEMENT

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM
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JN

Jamie Noriana Solis

Texas·CRD #7135937
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jamie Oneil Parker

Alabama·CRD #6310023
Dual-registered

Dual-registered at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JP

Jamie Patricia Moyer

Pennsylvania·CRD #6889153
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jamie Patrick Hopkins

Delaware·CRD #7068255
IA Rep

Investment Adviser Rep at BRYN MAWR TRUST ADVISORS, LLC

Experience
3 yrs
States
2
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JP

Jamie Paul Herring

Michigan·CRD #3182095
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jamie Paul Patten

Pennsylvania·CRD #4532078
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jamie Rebecca Camhi

New Jersey·CRD #2913034
Dual-registered

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

Experience
26 yrs
States
3
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jamie Reid Lumsden

Hawaii·CRD #6302529
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jamie Reynold Policare

Pennsylvania·CRD #5938668
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jamie Robert Milici

New Jersey·CRD #4235658
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
2
Exams
11
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jamie Scott Turk

Louisiana·CRD #4338770
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JL

Jamieson Logan Grabenhorst

Oregon·CRD #4362410
Dual-registered

Dual-registered at HORST & GRABEN WEALTH MANAGEMENT, LLC

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JS

Jamie S Sopel

Connecticut·CRD #5556653
Dual-registered

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

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jamie Sue Blum

Maryland·CRD #7010546
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jamie Susanin Ryan

Nebraska·CRD #6831822
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
View profile
JS

Jamie Suzanne Staggs

Texas·CRD #7124547
Dual-registered

Dual-registered at LIFESTYLE ASSET MANAGEMENT, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly
Minimum
$50k
View profile
JT

Jamie Taloumis Hobkirk

Massachusetts·CRD #7004052
IA Rep

Investment Adviser Rep at REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JT

Jamie T Frank

Texas·CRD #6163644
Dual-registered

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

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jamie Tyson Rodgers

Florida·CRD #5072962
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
20 yrs
States
1
Exams
4
Since
2006
Fee
AUM / Hourly / Flat Fee / Other
View profile
JV

Jamie Vallejo

N/A·CRD #7927478
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
3
Since
2025
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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