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+)
JC

Jason Charles Wedel

Texas·CRD #5168254
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JC

Jason Chia Wun Chen

California·CRD #6167309
Dual-registered

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

Experience
13 yrs
States
1
Exams
5
Since
2013
Fee
AUM / Other
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JC

Jason Christian Dummert

Wisconsin·CRD #4561892
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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JC

Jason Christopher Alward

Pennsylvania·CRD #4843777
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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JC

Jason Christopher Berrie

Wisconsin·CRD #4743839
IA Rep

Investment Adviser Rep at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Performance-based
Minimum
$20.0M
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JC

Jason Christopher Cook

North Carolina·CRD #4349388
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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JC

Jason Christopher Davis

Texas·CRD #6387141
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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JC

Jason Christopher Hauanio

Hawaii·CRD #3066900
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
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JC

Jason Christopher Knapp

Maryland·CRD #6057659
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
14 yrs
States
2
Exams
16
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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JC

Jason Christopher Miller

Kansas·CRD #6614048
IA Rep

Investment Adviser Rep at MARINER WEALTH

Experience
10 yrs
States
2
Exams
1
Since
2016
Fee
Other
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JC

Jason Christopher Robinson

Iowa·CRD #6813314
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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JC

Jason Christopher Shanty

Maryland·CRD #5427328
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

Jason Christopher Stuhmer

Nevada·CRD #6520949
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JC

Jason Christopher Woodruff

Indiana·CRD #2769608
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
1
Exams
8
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jason Ciaramitaro

Michigan·CRD #5100074
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Circelli

North Dakota·CRD #6981502
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JC

Jason Clarke Connally

Alabama·CRD #2549915
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JC

Jason Clark Kastner

Florida·CRD #3268079
Dual-registered

Dual-registered at WEATHERHELM CAPITAL MANAGEMENT LLC

Experience
15 yrs
States
4
Exams
5
Since
2011
Fee
AUM / Hourly / Performance-based
View profile
JC

Jason Clayton Franklin

Michigan·CRD #2488762
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
3
Exams
7
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jason C Lohnes

Florida·CRD #4183978
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
25 yrs
States
8
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jason Cole Storjohann

North Carolina·CRD #2896482
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
28 yrs
States
1
Exams
8
Since
1998
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JC

Jason Conrad Crockett

Arkansas·CRD #4654246
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
23 yrs
States
11
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JC

Jason Cooper Perlman

Maryland·CRD #6364962
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JC

Jason C Phillips

Pennsylvania·CRD #5502436
Dual-registered

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

Experience
18 yrs
States
2
Exams
7
Since
2008
Est. fee
AUM / Commission / 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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