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+)
JE

Janene Evelyn Pirbhai

Michigan·CRD #2318588
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jane Ochsman Rowny

District Of Columbia·CRD #5771500
IA Rep

Investment Adviser Rep at MBI LLC

Experience
16 yrs
States
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jane Pang

California·CRD #4977188
Dual-registered

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

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jane Paris Bronson

Colorado·CRD #2158872
Dual-registered

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

Experience
35 yrs
States
2
Exams
4
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jane Reichard

District Of Columbia·CRD #7303991
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jan Eric Kowal

Texas·CRD #1619631
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JR

Jane Robin Heller-Gerard

Connecticut·CRD #4360070
Dual-registered

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

Experience
24 yrs
States
4
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jane S Goodyear

South Carolina·CRD #4318831
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

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

Jane Slaven Eddy

Florida·CRD #1617771
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Janessa Marie Suarez

Florida·CRD #6718526
Dual-registered

Dual-registered at ACTIVEST WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee / Performance-based
View profile
JS

Jane Sunflower Stephan

California·CRD #7155500
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
7 yrs
States
6
Exams
5
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JS

Jane Suvipa Prugsanapan

California·CRD #5270442
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Janet Ann Cook

New Jersey·CRD #4136929
Dual-registered

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

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Janet Ann Curzon

Colorado·CRD #1872837
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
JA

Janet Anne McConnell

Florida·CRD #2774730
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
30 yrs
States
4
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Janet Ann Stanzak

Florida·CRD #1314881
Dual-registered

Dual-registered at FINANCIAL EMPOWERMENT LLC

Experience
15 yrs
States
3
Exams
5
Since
2011
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Janet Ann Wulf

Iowa·CRD #4650810
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
22 yrs
States
1
Exams
6
Since
2004
Fee
AUM
Minimum
$100k
View profile
JT

Jane Taubner Barney

Massachusetts·CRD #2678629
Dual-registered

Dual-registered at TFC FINANCIAL MANAGEMENT INC

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jane Taylor Shropshire

Alabama·CRD #1401678
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
1
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Janet Ball

Alabama·CRD #8121664
IA Rep

Investment Adviser Rep at OAKWORTH ASSET MANAGEMENT, LLC

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

Janet Benik Spector

Florida·CRD #1505998
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
40 yrs
States
1
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Janet Briaud

Texas·CRD #1891284
IA Rep

Investment Adviser Rep at BRIAUD FINANCIAL ADVISORS

Experience
35 yrs
States
1
Exams
1
Since
1991
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JC

Janet Carol Steinke

Ohio·CRD #2163755
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JE

Janet Elise Walker

Arkansas·CRD #4423721
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
25 yrs
States
3
Exams
6
Since
2001
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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