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+)
JH

Jason Hughes

New York·CRD #8041807
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
JH

Jason Hummel

Florida·CRD #4800274
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
3
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JH

Jason Hutchison

Texas·CRD #7444235
Dual-registered

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

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
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JH

Jason H Wachtler

Connecticut·CRD #5028218
Dual-registered

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

Experience
20 yrs
States
3
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JI

Jason I Hollon

Georgia·CRD #5522381
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JJ

Jason Jack Sturm

Florida·CRD #6599931
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

Jason Jack Turesky

Nebraska·CRD #6531350
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee / Performance-based
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JJ

Jason Jakobi Maxey

Florida·CRD #4281332
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Fee
AUM / Flat Fee / Other
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JJ

Jason James Bingham

Florida·CRD #4896110
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
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JJ

Jason James Howard

Texas·CRD #4558546
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JJ

Jason James Peplinski

Hawaii·CRD #4234120
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
7
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jason James Smitka

Kansas·CRD #3079456
IA Rep

Investment Adviser Rep at FINANCIAL & TAX ARCHITECTS, LLC

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Flat Fee
View profile
JJ

Jason James Stephens

California·CRD #5378963
Dual-registered

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

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jason James Stevens

California·CRD #4461619
Dual-registered

Dual-registered at SPROTT ASSET MANAGEMENT USA INC.

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Performance-based
Minimum
$100k
View profile
JJ

Jason James Weindorf

New York·CRD #7491558
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JJ

Jason Jareth Siedle

Missouri·CRD #5371425
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JJ

Jason Jay Ozur

California·CRD #5734834
IA Rep

Investment Adviser Rep at LIDO

Experience
16 yrs
States
3
Exams
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JJ

Jason Jeanquart

Florida·CRD #6593478
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
9 yrs
States
6
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JJ

Jason Jeffery Metzger

South Dakota·CRD #2893148
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jason Jeffrey Davis

Maryland·CRD #5947799
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JJ

Jason Jeffrey Ewing

New York·CRD #8210758
IA Rep

Investment Adviser Rep at SAVVY

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JJ

Jason Jeffrey Minard

Connecticut·CRD #2534329
Dual-registered

Dual-registered at TWEEDY, BROWNE COMPANY LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM
Minimum
$1.0M
View profile
JJ

Jason Jensen

Arizona·CRD #5412279
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jason Jerome Bernat

Ohio·CRD #5290660
Dual-registered

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

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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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