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+)
JT

Jared Tomsu

Texas·CRD #7263674
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JT

Jared Toshiyuki Tanimoto

California·CRD #5831744
Dual-registered

Dual-registered at SAVVY

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JT

Jared Tyler Weber

Oregon·CRD #6399395
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jared Tyson Lee

Indiana·CRD #5613238
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
17 yrs
States
1
Exams
6
Since
2009
Fee
AUM / Flat Fee / Performance-based
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JU

Jared Uribe-Sullivan

Pennsylvania·CRD #6108607
Dual-registered

Dual-registered at LEGACY ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JV

Jared Vachon

Texas·CRD #6852233
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JV

Jared Van Dyke Quereau

Pennsylvania·CRD #4016962
Dual-registered

Dual-registered at BALDWIN INVESTMENT MANAGEMENT, LLC

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM
Minimum
$1.0M
View profile
JV

Jared V Mott

California·CRD #5814847
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jared Wade Merchant

Michigan·CRD #4539489
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jared Wayne Reynolds

Missouri·CRD #4452433
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
24 yrs
States
1
Exams
3
Since
2002
Fee
AUM / Hourly / Flat Fee
View profile
JW

Jared Wayne Stauffer

Michigan·CRD #4511540
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jared Wesley Davison

South Carolina·CRD #5621895
IA Rep

Investment Adviser Rep at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM
View profile
JW

Jared Wesley Kean

Pennsylvania·CRD #7888869
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jared William Elijah Kiepke

Wisconsin·CRD #7267269
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jared William Holt

Minnesota·CRD #6024370
Dual-registered

Dual-registered at PINE GROVE FINANCIAL GROUP

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Flat Fee / Other
Minimum
$250k
View profile
JW

Jared William Noland

California·CRD #7819881
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JW

Jared William Reimel

Florida·CRD #7207889
Dual-registered

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

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jared W McBride

Texas·CRD #6090029
Dual-registered

Dual-registered at GOALFUSION WEALTH MANAGEMENT

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
JW

Jared W Mejstrik

Nebraska·CRD #6848262
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
JW

Jared Woodward

Minnesota·CRD #6310672
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JY

Jared Yule

Florida·CRD #7110359
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
JZ

Jared Zhu

California·CRD #8067913
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jaren Webster

Ohio·CRD #8153750
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jarett D Liddicoat

California·CRD #4853499
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
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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