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

Jarrod Tyler Oberg

Massachusetts·CRD #7375911
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jarrod W Arnold

Idaho·CRD #8122082
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

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

Jarrod W Burke

Florida·CRD #4538856
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jasen David Haller

South Dakota·CRD #6339663
Dual-registered

Dual-registered at COMPASS FINANCIAL GROUP, INC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM
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JM

Jasen Michael Gilbert

Florida·CRD #5242606
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JG

Jasiah Gentles

N/A·CRD #8117056
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jaskaran S Sandhar

Colorado·CRD #7316704
Dual-registered

Dual-registered at MAIA WEALTH

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

Jaskirat Singh Lakhat

Virginia·CRD #3263838
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JD

Jasmina Daniels

Ohio·CRD #5487745
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jasmine Alberta Lambert

N/A·CRD #7027808
IA Rep

Investment Adviser Rep at CORE PLANNING

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

Jasmine Chanelle Glover

Florida·CRD #5876235
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JC

Jasmine Christine Jordan

California·CRD #6941621
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

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

Jasmine Edith Gregg

Texas·CRD #6101617
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JE

Jasmine Evalise Richardson

New Jersey·CRD #7057915
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
JG

Jasmine Grajeda

California·CRD #5725032
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
JM

Jasmine Macias

Colorado·CRD #7355307
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
JM

Jasmine Murakami

California·CRD #5428322
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
View profile
JS

Jasmine Sehgal

North Carolina·CRD #5874867
Dual-registered

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

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jasmine Shavonne Mason

North Carolina·CRD #5842093
Dual-registered

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

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jasmine Silas Silas

Georgia·CRD #8176035
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jasmine Tynae Wagner

Florida·CRD #7958210
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
JW

Jasmine Wright

Maryland·CRD #7910210
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jasmine Wu

New York·CRD #8178068
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
JY

Jasmine Young

North Carolina·CRD #8168384
IA Rep

Investment Adviser Rep at CORE PLANNING

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