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+)
JP

Jan Peter Christensen

Utah·CRD #1964900
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jansen Kelly Davidson Jr.

Ohio·CRD #7454804
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JW

Jansen William Hein

Illinois·CRD #6161483
IA Rep

Investment Adviser Rep at SIMMONS CAPITAL GROUP

Experience
3 yrs
States
3
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JG

Janssen Gray Breeden

Florida·CRD #7474607
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

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

Janssen H Carr Barfield I

California·CRD #2872569
Dual-registered

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

Experience
13 yrs
States
2
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jan S Zambrano

Florida·CRD #6192951
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jan William Rogers

California·CRD #2414139
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

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

Jany Barros Tovar

Florida·CRD #8181798
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Japhet Martinez

Oklahoma·CRD #8101697
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
JA

Jaqlyn Ann Lullo

Texas·CRD #5931245
IA Rep

Investment Adviser Rep at PAUL COMSTOCK PARTNERS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$10.0M
View profile
JT

Jaquan T Parks

Nevada·CRD #7096695
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jaqueline Bernal

California·CRD #5995775
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jaquelyn Leah James

California·CRD #6308082
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JE

Jaquelynne Elliott

Texas·CRD #6116226
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JA

Jared Adam Brennen

Texas·CRD #5999092
Dual-registered

Dual-registered at ENDEAVOR ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JA

Jared A Kilberg

Maryland·CRD #5079936
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jared Alan Hammers

Georgia·CRD #6762918
IA Rep

Investment Adviser Rep at THE FIDUCIARY GROUP

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JA

Jared Alan Liebert

Texas·CRD #2814646
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
View profile
JA

Jared Alan Powell

Colorado·CRD #4675735
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

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

Jared Alexander Neale

N/A·CRD #7678821
IA Rep

Investment Adviser Rep at IMPERIAL FUND ASSET MANAGEMENT LLC

Experience
2 yrs
Exams
2
Since
2024
Est. fee
AUM / Hourly / Performance-based
Minimum
$250k
View profile
JA

Jared Alvah Chase Jr

Colorado·CRD #7240196
Dual-registered

Dual-registered at MARIDEA WEALTH MANAGEMENT

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

Jared Andrew Flanagan

Nevada·CRD #2586088
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jared Andrew Nishida

Minnesota·CRD #4537038
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Flat Fee
View profile
JA

Jared Anthony Klancic

New Jersey·CRD #7513120
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
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 1481 | AdvisorFinder