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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+)
JC

Jared Cohen Costigan

Connecticut·CRD #7399691
IA Rep

Investment Adviser Rep at SLP WEALTH

Experience
5 yrs
States
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jared Colin Correa Petrizzi

New Hampshire·CRD #5804207
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jared C Wix

Georgia·CRD #5993799
Dual-registered

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

Experience
14 yrs
States
5
Exams
7
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jared Daniel Osborne

Georgia·CRD #5957282
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
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JD

Jared David Anderson

Kansas·CRD #4450261
IA Rep

Investment Adviser Rep at CREATIVEONE SECURITIES, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly
Minimum
$25k
View profile
JD

Jared David Brazil

Rhode Island·CRD #4661295
Dual-registered

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

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jared David Vandenberg

Michigan·CRD #6281135
IA Rep

Investment Adviser Rep at ADVANCE CAPITAL MANAGEMENT INC

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
JD

Jared Davis Lawatsch

Wisconsin·CRD #7784073
IA Rep

Investment Adviser Rep at NICOLET WEALTH MANAGEMENT

Experience
3 yrs
States
1
Exams
2
Since
2023
Est. fee
AUM
View profile
JD

Jared D Marshall

Pennsylvania·CRD #5791369
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
JD

Jared Donlee Smith

Pennsylvania·CRD #4441622
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jared Douglas Tevis

Oregon·CRD #6537872
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jared E Bailey

New Jersey·CRD #5934765
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

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

Jared E Beke

Colorado·CRD #5239888
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jared Efurd

Texas·CRD #6695170
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jared Eric Mabey

Colorado·CRD #6031997
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee / Other
View profile
JE

Jared E Vichko

Pennsylvania·CRD #5006387
Dual-registered

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

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jared F Doucette

Florida·CRD #8212161
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jared Finkelstein

Connecticut·CRD #5420713
Dual-registered

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

Experience
18 yrs
States
3
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jared Gelb

Illinois·CRD #6948829
Dual-registered

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

Experience
5 yrs
States
3
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jared G Holden

Texas·CRD #6222400
Dual-registered

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

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jared Good

Nebraska·CRD #7416943
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JH

Jared Haims

New York·CRD #4685658
IA Rep

Investment Adviser Rep at COOPER/HAIMS ADVISORS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JH

Jared Hamilton Dannis

California·CRD #5619781
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JH

Jared Hegardt

California·CRD #7160826
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
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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