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 Craig Brodsky

Connecticut·CRD #6736233
Dual-registered

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

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jason Craig Eger

Colorado·CRD #6134620
Dual-registered

Dual-registered at WEALTH MANAGEMENT

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

Jason Craig Sherwood

North Carolina·CRD #5899859
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

Jason Croy

North Carolina·CRD #6169980
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
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JC

Jason C Sanger

Arizona·CRD #5492185
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
18 yrs
States
14
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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JC

Jason Curtis Clark

Michigan·CRD #6769367
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee
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JC

Jason Curtis Wise

Montana·CRD #4340717
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

Jason C Vanderstreet

Massachusetts·CRD #4588628
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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JC

Jason C Wilson

California·CRD #6301767
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
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JC

Jason C. Xanthakis

Texas·CRD #4218474
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
25 yrs
States
1
Exams
6
Since
2001
Fee
AUM / Flat Fee / Performance-based
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JD

Jason Daniel Berkson

New Jersey·CRD #7186985
Dual-registered

Dual-registered at NEST EGG

Experience
6 yrs
States
2
Exams
4
Since
2020
Fee
AUM
Minimum
$1k
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JD

Jason Daniel Dhooghe

Illinois·CRD #7431591
IA Rep

Investment Adviser Rep at VERMILLION FINANCIAL ADVISORS, INC.

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
JD

Jason Daniel Feist

Ohio·CRD #5211640
IA Rep

Investment Adviser Rep at CENTER FOR WEALTH MANAGEMENT ADVISORY

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JD

Jason Daniel Gragg

Florida·CRD #4476412
IA Rep

Investment Adviser Rep at GRAGG FINANCIAL

Experience
9 yrs
States
3
Exams
1
Since
2017
Est. fee
AUM / Hourly
View profile
JD

Jason Daniel Hastings

Massachusetts·CRD #6078179
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

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

Jason Daniel Johnson

Michigan·CRD #5802034
Dual-registered

Dual-registered at NICOLET WEALTH MANAGEMENT

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM
View profile
JD

Jason Daniel Lawrence

New Hampshire·CRD #5517839
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jason Daniel Lee Herman

Minnesota·CRD #4844263
Dual-registered

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

Experience
21 yrs
States
1
Exams
11
Since
2005
Fee
AUM / Other
View profile
JD

Jason Daniel Lynch

Washington·CRD #5604322
Dual-registered

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

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jason Daniel Mathes

Missouri·CRD #2925138
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
View profile
JD

Jason Daniel Moore

Florida·CRD #8170340
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

States
4
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jason Daniel Patrick

Tennessee·CRD #4332422
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
View profile
JD

Jason David Anderson

Connecticut·CRD #5062060
Dual-registered

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

Experience
15 yrs
States
4
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jason David Derosa

Alabama·CRD #6163158
Dual-registered

Dual-registered at VERTIS WEALTH, LLC

Experience
13 yrs
States
12
Exams
5
Since
2013
Est. fee
AUM / 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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