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+)
JJ

Jason J Harris

New York·CRD #5760762
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jason Jimenez

California·CRD #6052732
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
13 yrs
States
7
Exams
8
Since
2013
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
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JJ

Jason J Lee Sr.

California·CRD #5332018
Dual-registered

Dual-registered at LIDO

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JJ

Jason Johan Runung

Colorado·CRD #5195592
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
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JJ

Jason John Arnett

Minnesota·CRD #5208200
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
1
Exams
7
Since
2008
Est. fee
AUM / Flat Fee
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JJ

Jason John Ernst

North Dakota·CRD #4206687
Dual-registered

Dual-registered at BRADY MARTZ WEALTH SOLUTIONS, LLC

Experience
25 yrs
States
2
Exams
3
Since
2001
Fee
AUM
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JJ

Jason John Gilbert Nunnery

Florida·CRD #6527723
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jason John Glisczynski

Wisconsin·CRD #4413537
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$100k
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JJ

Jason John Hall

Florida·CRD #4550830
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
24 yrs
States
6
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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JJ

Jason John Hodak

New Jersey·CRD #4639079
Dual-registered

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

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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JJ

Jason John Potasnik

Washington·CRD #3250782
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jason John Ruther

Arizona·CRD #2767626
Dual-registered

Dual-registered at CAPITAL WEST PARTNERS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
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JJ

Jason Jonas Graff

California·CRD #7193148
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
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JJ

Jason J Ortiz

Illinois·CRD #5433449
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jason Joseph Tobias

Texas·CRD #4326724
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jason Joseph Weber

New York·CRD #5522878
IA Rep

Investment Adviser Rep at SILVER GROVE ADVISORY SERVICES

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jason J Zimmerman

N/A·CRD #8206301
Dual-registered

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

Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jason Kalmus

N/A·CRD #5102378
Dual-registered

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

Experience
20 yrs
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jason Keith Norton

Alabama·CRD #4776196
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
22 yrs
States
5
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jason Kelly

Missouri·CRD #7308997
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jason Kendrick Pope

Georgia·CRD #5141569
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JK

Jason Kent Spencer

Michigan·CRD #2949290
Dual-registered

Dual-registered at SECURE ASSET MANAGEMENT, L.L.C.

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Flat Fee / Other
View profile
JK

Jason Khalil Khawaja

Texas·CRD #5634341
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
View profile
JK

Jason Khing Ong

California·CRD #6820988
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Other
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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