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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+)
JA

Jared Anthony Marfisi

Pennsylvania·CRD #7734970
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JA

Jared A Schumann

N/A·CRD #5824690
Dual-registered

Dual-registered at CYNOSURE PORTFOLIO ADVISORS LLC

Experience
15 yrs
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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JA

Jared A Tack

Rhode Island·CRD #6756445
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
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JA

Jared Aulick

Michigan·CRD #7711484
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

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

Jared Austin Walker

California·CRD #6888716
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
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JB

Jared Benjamin Fox

Texas·CRD #4772085
Dual-registered

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

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
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JB

Jared Bentley Chud

New Jersey·CRD #6162478
Dual-registered

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

Experience
8 yrs
States
3
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
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JB

Jared Bernard Kline

Ohio·CRD #7167305
IA Rep

Investment Adviser Rep at KELLETT WEALTH ADVISORS, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM
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JB

Jared B Korver

North Carolina·CRD #6372106
IA Rep

Investment Adviser Rep at BEACON WEALTHCARE LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$5k
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JB

Jared Blair Smith

Idaho·CRD #2957141
Dual-registered

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

Experience
29 yrs
States
3
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
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JB

Jared Blake Weinerman

Illinois·CRD #5672137
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jared Bloom Lynn

Florida·CRD #7813409
IA Rep

Investment Adviser Rep at AGW CAPITAL ADVISORS

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

Jared Brandon Backner

California·CRD #7311138
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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JB

Jared Brant Koelker

New Hampshire·CRD #6017100
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
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JB

Jared Brant Reese

Idaho·CRD #5901233
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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JB

Jared Breedwell

California·CRD #7997427
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JB

Jared Brett Surber

Virginia·CRD #8090760
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jared Busby

North Carolina·CRD #6997105
Dual-registered

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

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jared Carl Beck

Florida·CRD #7522232
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jared Carl Edward Balbach

Texas·CRD #5383481
IA Rep

Investment Adviser Rep at BOWIE CAPITAL MANAGEMENT, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JC

Jared Carroll Buchanan

California·CRD #5237990
Dual-registered

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

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jared C. Hannah

New Jersey·CRD #7608563
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
JC

Jared Charley

Arizona·CRD #6983086
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JC

Jared Clement

North Carolina·CRD #7593714
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

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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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