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+)
JE

Jason Edward Shepherd

North Carolina·CRD #8216503
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason Edward Skifstad

Washington·CRD #5609746
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

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

Jason Edward Thomas

California·CRD #5246996
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
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JE

Jason Edward Whitley

Texas·CRD #1864589
Dual-registered

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

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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JE

Jason Edwin Mitchell

Georgia·CRD #6682156
Dual-registered

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

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
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JE

Jason Elliot Cadell

Illinois·CRD #3250533
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Flat Fee
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JE

Jason Elliot Gold

New York·CRD #6892324
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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JE

Jason Elliot Klopman

Maryland·CRD #4981914
Dual-registered

Dual-registered at XML FINANCIAL GROUP

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jason Elliott Lundgren

Michigan·CRD #4203161
Dual-registered

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

Experience
25 yrs
States
2
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason E Logan

New Jersey·CRD #5871528
Dual-registered

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

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason Eric Archambault

Rhode Island·CRD #4377711
IA Rep

Investment Adviser Rep at SK WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JE

Jason Eric Brooks

Michigan·CRD #2331005
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
33 yrs
States
1
Exams
3
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jason Eric Levey

California·CRD #4793252
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Flat Fee / Performance-based
View profile
JE

Jason Eric Levy

Florida·CRD #8100318
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JE

Jason Eric Reagan

Tennessee·CRD #6293199
Dual-registered

Dual-registered at LEADING EDGE FINANCIAL PLANNING LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM
View profile
JE

Jason Eric Smerchek

Michigan·CRD #6995808
IA Rep

Investment Adviser Rep at NICOLET WEALTH MANAGEMENT

Experience
8 yrs
States
2
Exams
1
Since
2018
Est. fee
AUM
View profile
JE

Jason E Thompson

South Carolina·CRD #5407294
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JE

Jason Eugene Braley

California·CRD #4898564
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jason Eugene Tarver

Texas·CRD #2569913
Dual-registered

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

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jason Evertson Colquitt

Texas·CRD #4166331
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
22 yrs
States
1
Exams
8
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jason Farouk

North Carolina·CRD #5959305
Dual-registered

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

Experience
14 yrs
States
2
Exams
7
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jason F Hsu

Connecticut·CRD #2692048
Dual-registered

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

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jason F Lindauer

Michigan·CRD #1364491
Dual-registered

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

Experience
41 yrs
States
2
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jason F. Miller

California·CRD #5299535
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / 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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