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 D Johnson

Florida·CRD #4551534
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
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JD

Jason Dos Santos

New York·CRD #7986261
IA Rep

Investment Adviser Rep at MILAGRE WEALTH MANAGEMENT, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM
Minimum
$50k
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JD

Jason Douglas Beaird

Louisiana·CRD #4008402
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
15 yrs
States
3
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
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JD

Jason Douglas Fink

Virginia·CRD #6260513
IA Rep

Investment Adviser Rep at GRAVES LIGHT LENHART

Experience
12 yrs
States
1
Exams
1
Since
2014
Fee
AUM
Minimum
$2.5M
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JD

Jason Douglas Herried

Texas·CRD #3019745
IA Rep

Investment Adviser Rep at JOHNSON WEALTH INC.

Experience
10 yrs
States
2
Exams
2
Since
2016
Est. fee
AUM / Flat Fee
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JD

Jason Douglas Lock

California·CRD #2103268
Dual-registered

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

Experience
36 yrs
States
2
Exams
12
Since
1990
Est. fee
AUM / Commission / Flat Fee
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JD

Jason Douglas Maclean

Michigan·CRD #6602211
IA Rep

Investment Adviser Rep at C2 PRIVATE WEALTH

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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JD

Jason Douglas Myers

Florida·CRD #4351261
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jason Douglas Pride

Pennsylvania·CRD #2982428
Dual-registered

Dual-registered at GLENMEDE INVESTMENT MANAGEMENT, LP

Experience
22 yrs
States
1
Exams
2
Since
2004
Est. fee
AUM / Other
Minimum
$100k
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JD

Jason Douglas Smith

Illinois·CRD #6151353
Dual-registered

Dual-registered 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 Doyle Fletcher

Texas·CRD #3254446
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
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JD

Jason D Prather

Arkansas·CRD #4669803
Dual-registered

Dual-registered at LEGACY CAPITAL WEALTH PARTNERS, LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$500k
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JD

Jason Durnan

Delaware·CRD #6499073
Dual-registered

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

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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JD

Jason Dwain Telford

Illinois·CRD #5839187
IA Rep

Investment Adviser Rep at CAPSTONE FINANCIAL ADVISORS INC

Experience
14 yrs
States
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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JE

Jason Earl Harsh

New Mexico·CRD #6186479
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
View profile
JE

Jason Edward Campbell

California·CRD #6689507
IA Rep

Investment Adviser Rep at MARINER ADVISOR NETWORK

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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JE

Jason Edward Dennis

Alaska·CRD #6397207
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jason Edward Holland

Georgia·CRD #4080424
Dual-registered

Dual-registered at STARR-MATHEWS FINANCIAL, LLC

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

Jason Edward Hughes

Florida·CRD #4197651
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Flat Fee
View profile
JE

Jason Edward Jacobs

Georgia·CRD #8015269
IA Rep

Investment Adviser Rep at LANIER FINANCIAL GROUP LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jason Edward Pierce

Pennsylvania·CRD #6348147
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason Edwards

California·CRD #4182788
IA Rep

Investment Adviser Rep at CALTON & ASSOCIATES, INC.

Experience
26 yrs
States
5
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JE

Jason Edward Salgado

New Jersey·CRD #3047528
Dual-registered

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

Experience
27 yrs
States
3
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason Edward Seurer

Wisconsin·CRD #2541616
Dual-registered

Dual-registered at LANDOLT SECURITIES, INC.

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. 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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