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+)
JV

Janath Vijaya Desilva

Massachusetts·CRD #2285361
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jan Carlo Landi

New Jersey·CRD #5727964
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jandi Akiko Iha

Hawaii·CRD #6400100
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
JE

Jandin Emily Miller

Michigan·CRD #6331537
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
8 yrs
States
1
Exams
1
Since
2018
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jane Alexis Lowry

Florida·CRD #7972093
IA Rep

Investment Adviser Rep at MOTIVE WEALTH ADVISORS, LLC

Experience
2 yrs
States
3
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$5.0M
View profile
JA

Jane An

California·CRD #4683148
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JV

Janeane Vena

California·CRD #6706024
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jane Ann Dobisz

Texas·CRD #2933501
Dual-registered

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

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jane Ann Passy

Florida·CRD #1160272
Dual-registered

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

Experience
40 yrs
States
3
Exams
5
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jane Aveney Cruickshanks

Florida·CRD #1806127
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
4
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jane Carlson M Mendelson

New York·CRD #1032556
Dual-registered

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

Experience
44 yrs
States
2
Exams
3
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Janece R. Callahan

Florida·CRD #4196556
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jane C Kelley

California·CRD #1070524
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
1
Exams
4
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jane Cohen

Connecticut·CRD #7145614
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jane D Pham

Texas·CRD #6113222
Dual-registered

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

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jane Eileen Slack

New York·CRD #3104142
IA Rep

Investment Adviser Rep at HAZARD & SIEGEL ADVISORY SERVICES LLC

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

Jane Elizabeth Ircha

New York·CRD #2133717
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM / Hourly
View profile
JE

Jane Elizabeth Marchand

Florida·CRD #2275496
Dual-registered

Dual-registered at MARCHAND FARIES FINANCIAL MANAGEMENT, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Fee
AUM
View profile
JE

Jane Elizabeth McAuliffe

Rhode Island·CRD #3031341
Dual-registered

Dual-registered at AXIS WEALTH PARTNERS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jane Ellen Carter

Indiana·CRD #1241156
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
JM

Jane-Ellen Marie Wolak

Florida·CRD #2859788
IA Rep

Investment Adviser Rep at THE MOSAIC FINANCIAL GROUP, LLC

Experience
26 yrs
States
2
Exams
2
Since
2000
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
JE

Jane Ellen Radabaugh

Ohio·CRD #5918235
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Janeen Renee Babas

Washington·CRD #6449130
Dual-registered

Dual-registered at &PARTNERS

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JS

Janee Shanice Kiasia Andrews

New Jersey·CRD #8067766
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

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1474 | AdvisorFinder