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+)
JK

Jason Kingshott

Connecticut·CRD #6093165
Dual-registered

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

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jason Kintner

California·CRD #6022485
Dual-registered

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

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jason Kirk Velky

Texas·CRD #4952105
Dual-registered

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

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
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JK

Jason K Konno

Hawaii·CRD #5977944
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
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JK

Jason K Lail

North Carolina·CRD #4000754
Dual-registered

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

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
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JK

Jason Klein

Pennsylvania·CRD #7293663
IA Rep

Investment Adviser Rep at HBKS WEALTH ADVISORS

Experience
6 yrs
States
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JK

Jason Kormes

New York·CRD #7022147
IA Rep

Investment Adviser Rep at QUINT INVESTMENTS AND INSURANCE

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JK

Jason Kornreich

New York·CRD #2845504
Dual-registered

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

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
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JK

Jason Kowal

Texas·CRD #6257326
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JK

Jason Kuo Chau

California·CRD #7679064
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jason Kurrass

Pennsylvania·CRD #7997695
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 Kyle Chepenik

Florida·CRD #2559515
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
3
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jason Kyle Perry

Georgia·CRD #6078275
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JL

Jason Lamarr Jack

Texas·CRD #6756684
Dual-registered

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

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Lamont Bird

New York·CRD #5065755
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Lawrence

Pennsylvania·CRD #5097778
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jason Lawrence Fertitta

Texas·CRD #4460865
Dual-registered

Dual-registered at AMERICANA PARTNERS, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
View profile
JL

Jason Lawrence Fowler

Virginia·CRD #7265261
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JL

Jason Lawrence Mieras

California·CRD #2850648
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
13
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason L Babb

New Jersey·CRD #3038919
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
3
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
View profile
JL

Jason L Christo

Nebraska·CRD #4387305
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason L Corzine

California·CRD #2631741
Dual-registered

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

Experience
29 yrs
States
3
Exams
7
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Lee Blomgren

Iowa·CRD #2785874
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
2
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason Lee Boultbee

New Jersey·CRD #3113715
Dual-registered

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

Experience
27 yrs
States
3
Exams
5
Since
1999
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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