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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+)
JB

Jason Brett Blumberg

California·CRD #6087644
IA Rep

Investment Adviser Rep at LIDO

Experience
11 yrs
States
4
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JB

Jason Brian Jacobs Jr

Tennessee·CRD #7364389
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jason Brian Wolff

Nebraska·CRD #7234703
IA Rep

Investment Adviser Rep at ARKFELD WEALTH STRATEGIES, L.L.C.

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JB

Jason Bridge

New York·CRD #7343758
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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JB

Jason Bridger Jones

Georgia·CRD #6776004
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
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JB

Jason Brown

Connecticut·CRD #4151417
Dual-registered

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

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
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JB

Jason Brown

Florida·CRD #5391532
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
4
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JB

Jason Brown

North Carolina·CRD #6674872
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JB

Jason Bryce Vanclef

California·CRD #5096529
Dual-registered

Dual-registered at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Hourly
Minimum
$50k
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JB

Jason Busald Pike

Indiana·CRD #4803715
Dual-registered

Dual-registered at COREVISION FINANCIAL GROUP

Experience
22 yrs
States
1
Exams
5
Since
2004
Fee
AUM / Hourly
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JC

Jason Capolarello

New Jersey·CRD #4869940
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
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JC

Jason Carl Wein

Connecticut·CRD #4566637
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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JC

Jason Carroll Smith

Texas·CRD #6931095
Dual-registered

Dual-registered at CENTENNIAL ADVISORS, LLC

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

Jason Carrol Rowe

Texas·CRD #3050037
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
JC

Jason Cayetano

New York·CRD #7860490
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason C. Bezou

Louisiana·CRD #4642397
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
4
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jason C Crane

Arizona·CRD #4151762
Dual-registered

Dual-registered at CAPITAL WEST PARTNERS, LLC

Experience
22 yrs
States
1
Exams
2
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JC

Jason Chandler Ullom

Rhode Island·CRD #2269902
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jason Charles Celentano

Idaho·CRD #2941154
Dual-registered

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

Experience
28 yrs
States
2
Exams
9
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason Charles Clark

Virginia·CRD #2540186
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
32 yrs
States
1
Exams
7
Since
1994
Fee
AUM
View profile
JC

Jason Charles Hayes

California·CRD #4281254
Dual-registered

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

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason Charles Jolls

Florida·CRD #3065041
Dual-registered

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

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason Charles Snyder

New Jersey·CRD #6878166
Dual-registered

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

Experience
7 yrs
States
3
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason Charles Staas

Kentucky·CRD #7378307
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM
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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