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

Janet Elizabeth Acosta

Texas·CRD #5762205
Dual-registered

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

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

Janet Elizabeth Davis

Texas·CRD #2814152
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Janet E Parry

Connecticut·CRD #2558502
Dual-registered

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

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Janet Farah Lauricella

New York·CRD #2245241
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
33 yrs
States
1
Exams
3
Since
1993
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JF

Janet Fornear Kirk

Pennsylvania·CRD #849188
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
48 yrs
States
2
Exams
6
Since
1978
Est. fee
AUM / Flat Fee
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JG

Janet Geisler Meredith

California·CRD #5033943
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
21 yrs
States
4
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JB

Janeth Beatriz Valenzuela

Texas·CRD #7407545
Dual-registered

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

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

Jane Theresa Goldman

New York·CRD #7199205
Dual-registered

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

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

Janeth L Chavarria

Nevada·CRD #7203712
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
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JH

Janet Hope Scheer

Florida·CRD #3143125
Dual-registered

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

Experience
28 yrs
States
2
Exams
3
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Janet Karson Hardy

California·CRD #3223416
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
7
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Janet Kristina McConkey

Minnesota·CRD #6142117
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
View profile
JL

Janet L Chiles

South Carolina·CRD #2286730
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Janet Lee

California·CRD #4102628
Dual-registered

Dual-registered at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Fee
AUM / Performance-based / Other
View profile
JL

Janet Lee Galusha

Oregon·CRD #2210050
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Janet L Flack

Minnesota·CRD #1187748
Dual-registered

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

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Janet L Kendall

Connecticut·CRD #1173645
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
40 yrs
States
1
Exams
7
Since
1986
Fee
AUM
View profile
JL

Janet Lynn Matheron

North Carolina·CRD #7530487
IA Rep

Investment Adviser Rep at MASONBORO ADVISORS

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

Janet Lynn Reynolds

Georgia·CRD #2250411
Dual-registered

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

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Janet Lynn Ryan

Texas·CRD #4362320
Dual-registered

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

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

Janet Lynn Sacklow

Georgia·CRD #3019055
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

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

Janet Marie Bauer

Florida·CRD #4859019
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
21 yrs
States
2
Exams
2
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Janet Marie Oleary

New Jersey·CRD #2948070
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Janet Marie Sears

New York·CRD #5664974
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / 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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