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+)
JZ

Jasmine Zhong Yu

Delaware·CRD #5459343
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JV

Jasminka Veljovic

Texas·CRD #2847165
Dual-registered

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

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
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JP

Jasmita Patel

California·CRD #5210159
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jason Aaron Pinney

Oklahoma·CRD #5149447
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
20 yrs
States
1
Exams
4
Since
2006
Fee
AUM / Hourly / Flat Fee / Other
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JA

Jason Aaron Towles

District Of Columbia·CRD #7174014
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
7 yrs
States
4
Exams
5
Since
2019
Est. fee
AUM / Commission / Hourly / Flat Fee
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JA

Jason A Colaiaco

New Jersey·CRD #4300206
Dual-registered

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

Experience
21 yrs
States
2
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason A Curran

California·CRD #4185138
Dual-registered

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

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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JA

Jason Adam Gong

California·CRD #2684816
Dual-registered

Dual-registered at LIFELONG WEALTH MANAGEMENT GROUP, LLC

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM
View profile
JA

Jason Adam Harris

New York·CRD #3105227
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jason Adam Orlosky

Connecticut·CRD #4826197
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jason Adam Stockmaster

Ohio·CRD #5634338
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jason A Gietter

California·CRD #5510368
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason A Habbit

Louisiana·CRD #4578194
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
18 yrs
States
2
Exams
3
Since
2008
Fee
AUM / Hourly / Flat Fee
View profile
JA

Jason A Jani

Texas·CRD #6930874
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason Alan Edgerton

New Mexico·CRD #4453650
Dual-registered

Dual-registered at CERTIFIED FINANCIAL STRATEGIES CORPORATION

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JA

Jason Alan Guenther

Michigan·CRD #4237658
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JA

Jason Alan Lail

North Carolina·CRD #4074715
Dual-registered

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

Experience
26 yrs
States
2
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason Alan Langdale

South Carolina·CRD #5219926
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jason Alan Nevada

Connecticut·CRD #5689341
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
JA

Jason Alan Troendle

Minnesota·CRD #7855689
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jason Alan Weber

California·CRD #3178579
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jason Albino

Illinois·CRD #2891263
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
27 yrs
States
2
Exams
13
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jason Alexander Bratt

Oregon·CRD #2891892
Dual-registered

Dual-registered at NBC CAPITAL ADVISORS

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM
View profile
JA

Jason Alex Dorfman

New Jersey·CRD #6895132
Dual-registered

Dual-registered at NEST EGG

Experience
8 yrs
States
2
Exams
4
Since
2018
Fee
AUM
Minimum
$1k
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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