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+)
JJ

Jared Jae Young

Tennessee·CRD #7308395
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

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

Jared J McNally

California·CRD #6975233
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
JJ

Jared John Maher

North Dakota·CRD #4475591
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jared Jonathan Lester

Florida·CRD #6562992
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
6
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jared Joseph Gagne

Massachusetts·CRD #7221011
Dual-registered

Dual-registered at CLARO ADVISORS INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Fee
AUM / Hourly / Flat Fee
View profile
JJ

Jared Joseph Pincoski

Illinois·CRD #6110901
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jared Josiah Cales

Florida·CRD #6869396
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JK

Jared Kelly Faircloth

Colorado·CRD #8039200
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

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

Jared Kendrick Anderson

Indiana·CRD #3107784
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jared Knowles

Florida·CRD #5339458
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JK

Jared Kyle Doty

Kansas·CRD #4598637
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jared Kyle Miller

South Carolina·CRD #6868028
Dual-registered

Dual-registered at &PARTNERS

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JK

Jared Kyle Shelton

Texas·CRD #5933116
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jared Lee Ensing

Michigan·CRD #6483268
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jared Lee Henderson

Texas·CRD #4482119
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jared Lee Kiefer

Oklahoma·CRD #6832850
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jared Lee Scheunemann

Wisconsin·CRD #6736970
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jared L Ginnetty

Massachusetts·CRD #7704102
IA Rep

Investment Adviser Rep at NORTHEAST INVESTMENT MANAGEMENT INC

Experience
3 yrs
States
1
Since
2023
Fee
AUM / Flat Fee
Minimum
$3.0M
View profile
JL

Jared Linskens

Wisconsin·CRD #7857997
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jared Loren Kohlenberg

Michigan·CRD #6340428
Dual-registered

Dual-registered at REDWOOD WEALTH MANAGEMENT, LLC

Experience
7 yrs
States
4
Exams
5
Since
2019
Est. fee
AUM
View profile
JL

Jared Lozano Davis

California·CRD #5917545
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
15 yrs
States
2
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JL

Jared Luke Tims

Louisiana·CRD #4750626
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jared Makai Chang

Hawaii·CRD #7185651
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jared M Anderson

Alabama·CRD #7635385
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

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 1484 | AdvisorFinder