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+)
JF

Jason Fox

Colorado·CRD #5827682
Dual-registered

Dual-registered at MEKETA CAPITAL, LLC

Experience
15 yrs
States
1
Exams
7
Since
2011
Est. fee
AUM
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JF

Jason Francis Labarge

Maryland·CRD #5883178
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JF

Jason Francis Ruimerman

Connecticut·CRD #2823257
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
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JF

Jason Frank Nardis

New York·CRD #7949165
IA Rep

Investment Adviser Rep at OLD BRIDGE WEALTH, INC

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM
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JF

Jason Frank Wetmore

Kansas·CRD #3187563
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
25 yrs
States
1
Exams
8
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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JG

Jason Garrett Noble

Arizona·CRD #5106029
Dual-registered

Dual-registered at DYNAMIC

Experience
19 yrs
States
9
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
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JG

Jason Gaskin

California·CRD #7467712
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JG

Jason Gerald Swartley

New York·CRD #5659365
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jason Glasser

Connecticut·CRD #8126347
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
JG

Jason Glenn Pruden

Virginia·CRD #4985282
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JG

Jason Gordon Stankowski

California·CRD #2331752
Dual-registered

Dual-registered at CLAYTON PARTNERS LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Performance-based
Minimum
$250k
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JG

Jason Gregory Smith

Arizona·CRD #2518521
Dual-registered

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

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JG

Jason Guo Quan Fang

California·CRD #5243084
Dual-registered

Dual-registered at TERRAFIRMA WEALTH PARTNERS

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM
View profile
JH

Jason Hand

Connecticut·CRD #4958437
Dual-registered

Dual-registered at REDHAWK WEALTH ADVISORS, INC.

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$1k
View profile
JH

Jason Hardesty

Florida·CRD #6433304
Dual-registered

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

Experience
11 yrs
States
3
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jason Harold Shulman

New York·CRD #1342056
Dual-registered

Dual-registered at SHULMAN DEMEO ASSET MANAGEMENT, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$2.0M
View profile
JH

Jason Harris Gerb

Georgia·CRD #3021815
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
19 yrs
States
2
Exams
8
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jason Hathcock

North Carolina·CRD #5372127
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jason H Crawford

Virginia·CRD #4517749
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JH

Jason Henry Vieira

North Carolina·CRD #5062229
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
20 yrs
States
2
Exams
7
Since
2006
Fee
AUM
View profile
JH

Jason Howard

Illinois·CRD #6083391
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
View profile
JH

Jason Howard Diamond

Connecticut·CRD #2320884
Dual-registered

Dual-registered at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM
Minimum
$50k
View profile
JH

Jason Howard Lindquist

Utah·CRD #5728205
IA Rep

Investment Adviser Rep at EVERSPIRE

Experience
16 yrs
States
1
Exams
1
Since
2010
Fee
AUM / Other
View profile
JH

Jason H Phillips

Florida·CRD #5636848
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
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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