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+)
JA

Jason Allan Gilman

California·CRD #2243538
Dual-registered

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

Experience
32 yrs
States
2
Exams
11
Since
1994
Est. fee
AUM / Commission / Flat Fee
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JA

Jason Allan Vandergiessen

Florida·CRD #4095240
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
26 yrs
States
5
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JA

Jason Allen Vaughn

Minnesota·CRD #6763140
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Fee
AUM / Other
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JA

Jason A Loiterstein

Missouri·CRD #4858408
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
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JA

Jason Alyn Brooks

Illinois·CRD #3136812
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
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JA

Jason A Muscari

New York·CRD #4241153
Dual-registered

Dual-registered at EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Commission
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JA

Jason Andrew Douglass

Kansas·CRD #5130770
Dual-registered

Dual-registered at DOUGLASS INVESTMENT GROUP

Experience
16 yrs
States
1
Exams
5
Since
2010
Fee
AUM
Minimum
$500k
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JA

Jason Andrew Ginsburg

New York·CRD #3059319
Dual-registered

Dual-registered at DJ WEALTH SYSTEMS, LLC

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM
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JA

Jason Andrew Goncz

Ohio·CRD #4085274
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JA

Jason Andrew Iannantuono

California·CRD #2499549
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
32 yrs
States
12
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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JA

Jason Andrew Jones

California·CRD #5079941
Dual-registered

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

Experience
20 yrs
States
3
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JA

Jason Andrew Lunsford

West Virginia·CRD #4240896
Dual-registered

Dual-registered at AXXCESS WEALTH MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
2
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JA

Jason Andrew Netrosio

New York·CRD #2743225
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jason Andrew Rodgers

Ohio·CRD #3235116
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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JA

Jason Andrew Ryan

Texas·CRD #2837135
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
29 yrs
States
2
Exams
6
Since
1997
Fee
AUM / Other
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JA

Jason Anthony Adamic

Connecticut·CRD #2648643
Dual-registered

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

Experience
31 yrs
States
3
Exams
5
Since
1995
Est. fee
AUM / Commission / Flat Fee
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JA

Jason Anthony Halliburton

Georgia·CRD #6722473
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason Anthony Jarck

Iowa·CRD #4319280
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Other
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JA

Jason Anthony Kemble

Missouri·CRD #3245412
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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JA

Jason Anthony Kolenda

California·CRD #7255276
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
6 yrs
States
16
Exams
1
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
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JA

Jason Anthony Kollar

Pennsylvania·CRD #3113389
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jason Anthony Kuerschner

Minnesota·CRD #6947858
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jason Anthony Mead

Florida·CRD #4257195
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jason Anthony Mullins

Arizona·CRD #5463088
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
18 yrs
States
4
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
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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