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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+)
JM

Jared Mark Gudenkauf

Florida·CRD #4591389
Dual-registered

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

Experience
23 yrs
States
4
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jared Matthew Carlin

Texas·CRD #5227648
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JM

Jared Matthew Faltys

Missouri·CRD #4725174
IA Rep

Investment Adviser Rep at MCMILL CPA AND ADVISORS

Experience
27 yrs
States
2
Exams
1
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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JM

Jared Matthew Hyman

N/A·CRD #7911555
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Exams
3
Est. fee
AUM / Hourly / Flat Fee
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JM

Jared Matthew Kolinsky

Delaware·CRD #7932734
Dual-registered

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

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jared M Canterbury

Illinois·CRD #5961157
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
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JM

Jared Michael Cohen

New York·CRD #4467148
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jared Michael La Blue

California·CRD #7284531
IA Rep

Investment Adviser Rep at DIVERSIFI CAPITAL INC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JM

Jared Michael Lee

Michigan·CRD #7949538
IA Rep

Investment Adviser Rep at C2 PRIVATE WEALTH

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

Jared Michael McGahee

Georgia·CRD #5638693
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
17 yrs
States
1
Exams
4
Since
2009
Fee
AUM / Hourly / Flat Fee
View profile
JM

Jared Michael Poertner

Indiana·CRD #5834484
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
View profile
JM

Jared Michael Possidel

New York·CRD #7697157
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jared Michael Reilly

New Jersey·CRD #5473486
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JM

Jared Michael Savino

New York·CRD #6287919
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jared Michael Van Slyke

Missouri·CRD #7146690
IA Rep

Investment Adviser Rep at KEB WEALTH ADVISORS

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly
View profile
JM

Jared Millard Joseph Skinner

California·CRD #6339874
Dual-registered

Dual-registered at STANSBERRY ASSET MANAGEMENT, LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM
Minimum
$500k
View profile
JM

Jared Mitchel Gaddis

Texas·CRD #5925135
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jared Mitchell Feinberg

Connecticut·CRD #1055326
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
2
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jared Mitchell Schwarz

Pennsylvania·CRD #4862149
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JN

Jared Nicholas Monroe Hamann

Illinois·CRD #7045802
IA Rep

Investment Adviser Rep at CORE PLANNING

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jared Paul Remesz

Colorado·CRD #6486082
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jared Philip Zuflacht

New York·CRD #4600260
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jared Pitts

Texas·CRD #7731819
IA Rep

Investment Adviser Rep at LIFESTYLE ASSET MANAGEMENT, INC.

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly
Minimum
$50k
View profile
JP

Jared P Srsic

Texas·CRD #7927302
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
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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