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+)
JD

Jason David Gabriele

Texas·CRD #4190043
Dual-registered

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

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
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JD

Jason David Knight

Utah·CRD #6254609
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jason David Mims

Illinois·CRD #5967231
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jason David Reimers

South Carolina·CRD #5362123
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jason David Rolon

California·CRD #7460530
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JD

Jason David Roney

Pennsylvania·CRD #4173633
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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JD

Jason David Sanchez

Louisiana·CRD #4696232
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
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JD

Jason David Stucky

Indiana·CRD #3218581
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jason David Sustar

Florida·CRD #4298316
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
18 yrs
States
7
Exams
4
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
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JD

Jason David Tait

Michigan·CRD #5096598
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JD

Jason David Tanz

Oregon·CRD #7224816
Dual-registered

Dual-registered at PREISZ FINANCIAL

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
JD

Jason David Walls

West Virginia·CRD #4403396
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jason David Waxler

Connecticut·CRD #1756279
Dual-registered

Dual-registered at INCOME & ASSET ADVISORY, INC.

Experience
26 yrs
States
4
Exams
6
Since
2000
Est. fee
AUM / Hourly
Minimum
$100k
View profile
JD

Jason D Bishop

Florida·CRD #5452870
Dual-registered

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

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jason D Brown

Indiana·CRD #5094977
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
2
Exams
6
Since
2018
Est. fee
AUM / Flat Fee
View profile
JD

Jason Dean Hahn

Mississippi·CRD #4563694
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jason Dean Hansen

Utah·CRD #4367860
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jason Dennis Carrier

Connecticut·CRD #4553561
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JD

Jason Dennis Delgado

New Jersey·CRD #5636596
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
View profile
JD

Jason Dewayne Spears

Louisiana·CRD #4686230
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
23 yrs
States
3
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
JD

Jason D Grady

Illinois·CRD #5480926
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Diamantino Brito

New Jersey·CRD #5398759
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jason Dilena

California·CRD #7982748
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
JD

Jason Dinsmore

Texas·CRD #5204191
Dual-registered

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

Experience
19 yrs
States
1
Exams
3
Since
2007
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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