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+)
JL

Janine Louise Trujillo

California·CRD #2364730
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
6
Since
2005
Est. fee
AUM / Flat Fee
View profile
JM

Janine Marie McWhirteryoung

Missouri·CRD #2545160
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Fee
AUM / Other
View profile
JM

Janine Marie Ruland

Texas·CRD #4969604
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Janine M Halsey

Florida·CRD #5762756
IA Rep

Investment Adviser Rep at ON INVESTMENT MANAGEMENT CO

Experience
16 yrs
States
5
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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JM

Janine Michelle Polley

Illinois·CRD #4722991
IA Rep

Investment Adviser Rep at MADISON AVENUE SECURITIES, LLC

Experience
1 yrs
States
2
Exams
2
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JM

Janine M Morahan

Connecticut·CRD #2416661
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Janine Politano-Marotta

Connecticut·CRD #2599794
Dual-registered

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

Experience
31 yrs
States
3
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jani Rhae Picard

Arizona·CRD #1686917
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
39 yrs
States
6
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jan Jeffery Williams

Georgia·CRD #2952410
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Janki Patel

New York·CRD #5838330
Dual-registered

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

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Janko Trenkoski

Texas·CRD #2882973
Dual-registered

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

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jan Larsen

Washington·CRD #1691508
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

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

Janmall Broome

North Carolina·CRD #7136036
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jan Marie Wething

California·CRD #2021337
Dual-registered

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

Experience
35 yrs
States
4
Exams
7
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jan Maureen Kepes

New York·CRD #7145646
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
JM

Janna Marie Connolly

Florida·CRD #5041564
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Janna Martinelli Forte

Pennsylvania·CRD #2272576
Dual-registered

Dual-registered at BARTON INVESTMENT MANAGEMENT, LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Fee
AUM / Other
View profile
JR

Janna Rosenberg

New Jersey·CRD #3141329
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JV

Janna Vloet

Virginia·CRD #7290898
Dual-registered

Dual-registered at NORTHWEST FINANCIAL ADVISORS LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly
Minimum
$5k
View profile
JD

Jann Danelle Mauri

Minnesota·CRD #6247037
IA Rep

Investment Adviser Rep at STEVENS FOSTER FINANCIAL ADVISORS

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JB

Jannel Buckley

Connecticut·CRD #5182408
Dual-registered

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

Experience
19 yrs
States
4
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jannifer Lyn Shull

Iowa·CRD #5974854
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
JP

Jann Peter Trefny

New York·CRD #4620492
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Janos Robert Miszti

California·CRD #6853446
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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