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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+)
JK

Jarett Karp

California·CRD #7307361
IA Rep

Investment Adviser Rep at LIDO

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JC

Jarid Carl King

Missouri·CRD #4252194
Dual-registered

Dual-registered at &PARTNERS

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JA

Jarod A Florian

Connecticut·CRD #7290130
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jarod Joseph Weber

Kansas·CRD #8206045
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

States
1
Exams
1
Since
2026
Fee
AUM
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JL

Jarod Lee Aholt

Missouri·CRD #8103390
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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JM

Jarod Matlock

Colorado·CRD #7405720
Dual-registered

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

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
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JN

Jarod N Howe

Pennsylvania·CRD #7624050
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

Jarod Rucker

Kansas·CRD #6279556
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JT

Jarom Talley Abel

Idaho·CRD #7611383
IA Rep

Investment Adviser Rep at UNITED ADVISOR GROUP

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
JA

Jaron Anthony Bowersox

Indiana·CRD #6853314
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JB

Jaron Beach

Maryland·CRD #6876719
Dual-registered

Dual-registered at POINTER FINANCIAL ADVISORS LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM
View profile
JR

Jaron R Grounds

Georgia·CRD #7039833
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JR

Jaron Robert Wagner

California·CRD #7171984
IA Rep

Investment Adviser Rep at LIDO

Experience
5 yrs
States
5
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JJ

Jarrad John Dimaggio

California·CRD #5390915
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
10
Since
2009
Est. fee
AUM / Flat Fee
View profile
JA

Jarred Alexander Miller

Connecticut·CRD #7927150
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
JJ

Jarred Joseph Colaiacovo

New Jersey·CRD #8305726
Dual-registered

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

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jarred M Collins

Georgia·CRD #5077516
Dual-registered

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

Experience
18 yrs
States
4
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jarred Olson

Colorado·CRD #5793390
IA Rep

Investment Adviser Rep at WESTERN WEALTH MANAGEMENT LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jarred Palmquist

California·CRD #7693072
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
JS

Jarred Steven Chamberlain

Washington·CRD #5947496
IA Rep

Investment Adviser Rep at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jarret David Johnson

Texas·CRD #6974692
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jarret D. Blum

Illinois·CRD #4380142
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
25 yrs
States
1
Exams
6
Since
2001
Fee
AUM / Flat Fee
View profile
JN

Jarret Nicholas Hauch Mr.

California·CRD #5733025
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jarrett Allen Jones

Florida·CRD #7266208
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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