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+)
JS

Janeesha S Copeland

Florida·CRD #5837706
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jane Frances Benjes

Maryland·CRD #6801400
Dual-registered

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

Experience
9 yrs
States
3
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jane Glaubinger

New York·CRD #1565196
Dual-registered

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

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jane Husk Gorey

District Of Columbia·CRD #7242314
Dual-registered

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

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
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JC

Janel Colepaugh

Kentucky·CRD #7326337
Dual-registered

Dual-registered at SAVVY

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JL

Jane Lee Hewes

Maine·CRD #4929335
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
View profile
JL

Jane Leeka Fruin

Oregon·CRD #1739129
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
37 yrs
States
2
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jane Liou Li

Massachusetts·CRD #2928189
IA Rep

Investment Adviser Rep at ZEVIN ASSET MANAGEMENT, LLC

Experience
6 yrs
States
2
Exams
2
Since
2020
Est. fee
AUM / Hourly / Other
Minimum
$1.5M
View profile
JD

Janelle Denae Hansen

California·CRD #7930726
IA Rep

Investment Adviser Rep at RICE FINANCIAL CONSULTING, INC.

Experience
2 yrs
States
3
Exams
1
Since
2024
Est. fee
AUM
View profile
JD

Janelle D Rodrigue

Louisiana·CRD #2269992
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Janelle Marie Skelton

Oklahoma·CRD #1965022
Dual-registered

Dual-registered at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Experience
37 yrs
States
2
Exams
8
Since
1989
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Janelle Rae Ford

Nebraska·CRD #2614777
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Flat Fee
View profile
JR

Janelle Rae Van Meel

Colorado·CRD #3168910
Dual-registered

Dual-registered at SAVVY

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JS

Janelle Sashonie Williams

Florida·CRD #7565641
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Janelle Soto

Florida·CRD #5089673
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
JT

Janelle Tanglao Garcia

North Carolina·CRD #7250343
Dual-registered

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

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Janell Phillips

Massachusetts·CRD #2378496
Dual-registered

Dual-registered at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
JV

Janel Vidal Perez

California·CRD #3235088
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
26 yrs
States
4
Exams
3
Since
2000
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JM

Jane Margaret Lichtsinn

Indiana·CRD #4570515
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jane Marie McCarthy

New York·CRD #2312382
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jane Marie Quinn

New York·CRD #1968016
Dual-registered

Dual-registered at KING WEALTH MANAGEMENT GROUP, LLC

Experience
28 yrs
States
1
Exams
7
Since
1998
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JM

Jane Marie Snyder

Wisconsin·CRD #1427208
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jane Mary Olbekson

Arizona·CRD #4306339
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JM

Jane Mary Vamos

New Jersey·CRD #1811955
Dual-registered

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

Experience
36 yrs
States
2
Exams
4
Since
1990
Est. fee
AUM / Commission / 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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