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+)
JQ

Jared Quentin Cole Davis

Ohio·CRD #6496873
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JR

Jared R Anderson

Florida·CRD #6560763
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jared Reed Weiss

Pennsylvania·CRD #6572337
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jared Reese Mathie

Ohio·CRD #7696371
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jared Reid Johnson

Texas·CRD #7324606
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jared Richard Smith

North Carolina·CRD #4521391
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
View profile
JR

Jared Robert Craig

New Jersey·CRD #8185051
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
JR

Jared Robert York

Nevada·CRD #7528433
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
JR

Jared Ross Marx

Maryland·CRD #6700224
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JR

Jared R Schamberger

Kansas·CRD #5826105
Dual-registered

Dual-registered at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25k
View profile
JR

Jared R Sharkey

Indiana·CRD #7213262
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jared Russell

Texas·CRD #6649849
IA Rep

Investment Adviser Rep at TRADEWAY

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Flat Fee / Subscription
Minimum
$10k
View profile
JR

Jared R Vizcarrondo Bibiloni

Puerto Rico·CRD #7905888
IA Rep

Investment Adviser Rep at POPULAR SECURITIES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Other
Minimum
$50k
View profile
JR

Jared Ryan Owen

Arizona·CRD #4836108
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
22 yrs
States
7
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JS

Jared S Bolotin

Florida·CRD #5405700
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
15 yrs
States
3
Exams
5
Since
2011
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jared Scott Bulmer

Oklahoma·CRD #6606009
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jared Scott Fodness

South Dakota·CRD #7274907
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jared Scott Price

Colorado·CRD #6348005
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
12 yrs
States
2
Exams
3
Since
2014
Fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jared Smith

Arkansas·CRD #5461202
Dual-registered

Dual-registered at &PARTNERS

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JS

Jared Stephen Arn

Wisconsin·CRD #5506729
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JS

Jared Steven Korn

Colorado·CRD #6658621
Dual-registered

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

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

Jared Thomas Fiedler

Indiana·CRD #7425350
IA Rep

Investment Adviser Rep at AMI INVESTMENT MANAGEMENT INC

Experience
5 yrs
States
1
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
JT

Jared Thomas Herndon

Indiana·CRD #6136690
IA Rep

Investment Adviser Rep at CX INSTITUTIONAL, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
JT

Jared Thomas Winkers

Illinois·CRD #7347419
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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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