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+)
JD

Jarrett Dewelde

New Jersey·CRD #4615195
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jarrett D Lang

Ohio·CRD #6178721
IA Rep

Investment Adviser Rep at W.A. SMITH FINANCIAL GROUP

Experience
13 yrs
States
1
Exams
1
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JD

Jarrett Drummond Dawson

New Jersey·CRD #5174509
Dual-registered

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

Experience
11 yrs
States
1
Exams
7
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jarrett E Thompson

Texas·CRD #7568982
Dual-registered

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

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

Jarrett Eugene Hindrew

Colorado·CRD #4838373
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
21 yrs
States
14
Exams
4
Since
2005
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JK

Jarrett Keith Felton

New York·CRD #4837268
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JL

Jarrett Lee Gounaris

Maryland·CRD #2762095
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Flat Fee
View profile
JM

Jarrett Mattew Bare

California·CRD #7530141
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Jarrett Sheets

Iowa·CRD #5941866
Dual-registered

Dual-registered at GILBERT & COOK, INC.

Experience
15 yrs
States
1
Exams
6
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JM

Jarrid Michael Wilkinson

New York·CRD #7451389
Dual-registered

Dual-registered at PKS ADVISORY SERVICES, LLC

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

Jarrod Blackwell

Minnesota·CRD #3073236
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jarrod Cody McKee

Indiana·CRD #5536988
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jarrod Douglas Howard

Pennsylvania·CRD #5674404
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jarrod Gillmore Gray

Minnesota·CRD #5771118
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Flat Fee
View profile
JJ

Jarrod James Janzing

Kansas·CRD #5947794
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jarrod K Roth

Montana·CRD #7551046
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
4 yrs
States
4
Exams
1
Since
2022
Fee
AUM
View profile
JL

Jarrod Lee Jansen

Kansas·CRD #7414301
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

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

Jarrod Michael Feinstein

Virginia·CRD #4681400
Dual-registered

Dual-registered at CANAL CAPITAL MANAGEMENT, LLC

Experience
16 yrs
States
1
Exams
7
Since
2010
Est. fee
AUM / Flat Fee / Performance-based
View profile
JM

Jarrod Michael Rumley

Connecticut·CRD #6051975
Dual-registered

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

Experience
12 yrs
States
3
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jarrod Nicholaus Perry

Texas·CRD #4290879
Dual-registered

Dual-registered at CREWE ADVISORS

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$2.0M
View profile
JR

Jarrod R Harrison

Florida·CRD #5908776
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
5 yrs
States
2
Exams
3
Since
2021
Fee
AUM
View profile
JS

Jarrod Shane Hix

Texas·CRD #4670220
Dual-registered

Dual-registered at WATERLOO CAPITAL

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
JS

Jarrod Stewart

Washington·CRD #6852261
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jarrod Tipton

Tennessee·CRD #7286647
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Other
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 1489 | AdvisorFinder