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 Anthony Strandberg

Iowa·CRD #5037536
Dual-registered

Dual-registered at NICOLET WEALTH MANAGEMENT

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM
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JA

Jason Aron Elfenbein

New Jersey·CRD #2077769
Dual-registered

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

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
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JA

Jason Arthur Conkin

Tennessee·CRD #2412933
Dual-registered

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

Experience
33 yrs
States
2
Exams
9
Since
1993
Est. fee
AUM / Commission / Flat Fee
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JA

Jason A Sangekar

New Jersey·CRD #5159857
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
15 yrs
States
1
Exams
9
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
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JA

Jason A Shelby

Tennessee·CRD #4589734
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jason A Smith

Rhode Island·CRD #6172127
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
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JA

Jason A Snipe

Pennsylvania·CRD #4685949
Dual-registered

Dual-registered at ODYSSEY CAPITAL ADVISORS INC.

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$500k
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JA

Jason A Stuber

Kentucky·CRD #4269880
Dual-registered

Dual-registered at SALING WEALTH ADVISORS

Experience
22 yrs
States
2
Exams
3
Since
2004
Fee
AUM / Flat Fee
Minimum
$1.0M
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JA

Jason A Trujillo

Arizona·CRD #5837377
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jason Barclay Smith

Nebraska·CRD #3123617
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JB

Jason Barq Johnson

Texas·CRD #7301053
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
View profile
JB

Jason Barry Reback

Florida·CRD #735463
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
44 yrs
States
3
Exams
8
Since
1982
Est. fee
AUM / Flat Fee
View profile
JB

Jason Benjamin Dow

California·CRD #2831022
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JB

Jason Bernard Myers

New York·CRD #6107493
Dual-registered

Dual-registered at SILVER GROVE ADVISORY SERVICES

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jason B. Ezzell

California·CRD #4053800
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
27 yrs
States
1
Exams
13
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JB

Jason B Lockridge

Tennessee·CRD #5094838
Dual-registered

Dual-registered at SOUTHERN CAPITAL ADVISORS, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly
Minimum
$50k
View profile
JB

Jason B Murphy

Texas·CRD #5867403
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jason Bolin He

California·CRD #8126382
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jason Boyer Roxby

California·CRD #2726907
Dual-registered

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

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

Jason Bradford Moore

Pennsylvania·CRD #2636421
Dual-registered

Dual-registered at AC WEALTH PARTNERS

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$10k
View profile
JB

Jason Bradley Johnson

California·CRD #6337158
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jason Bradley Moretz

Texas·CRD #4920851
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jason Bradley Scarcella

Texas·CRD #4182188
Dual-registered

Dual-registered at THE ADVISORY RESOURCE GROUP, LLC

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM
Minimum
$200k
View profile
JB

Jason Brandon Newman

New York·CRD #4609505
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / 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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