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+)
JL

Jason Lee Hooz

California·CRD #1138455
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jason Lee Hughart

Oklahoma·CRD #5127785
Dual-registered

Dual-registered at FOURPATH CAPITAL MANAGEMENT, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JL

Jason Lee Kramar

Wisconsin·CRD #6431221
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason Lee McGarraugh

Texas·CRD #4711188
Dual-registered

Dual-registered at BENTOAK CAPITAL

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JL

Jason Lee McMurtry

California·CRD #2871788
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
28 yrs
States
1
Exams
7
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jason Lee Opie

Illinois·CRD #5624483
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason Lee Phillips

Indiana·CRD #5796070
IA Rep

Investment Adviser Rep at PILE WEALTH MANAGEMENT

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM
View profile
JL

Jason Lee Stephens

Texas·CRD #4688671
IA Rep

Investment Adviser Rep at THOMPSON INVESTMENT MANAGEMENT, INC.

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JL

Jason Lee Tafoya

Texas·CRD #5807693
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jason Lee Williams

Washington·CRD #6544349
IA Rep

Investment Adviser Rep at CGN ADVISORS, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JL

Jason Leonard Bertsch

Massachusetts·CRD #2289772
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
27 yrs
States
2
Exams
4
Since
1999
Fee
AUM / Hourly / Flat Fee
View profile
JL

Jason Leonard Geller

New Jersey·CRD #5095438
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
JL

Jason Leon Silverman

Connecticut·CRD #3181424
Dual-registered

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

Experience
27 yrs
States
3
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Levi Ayers

Kentucky·CRD #5548659
Dual-registered

Dual-registered at ASIO CAPITAL LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Other
Minimum
$1.0M
View profile
JL

Jason Lewis Hudson

Mississippi·CRD #6226900
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jason Lewis Wallace

Florida·CRD #8152922
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jason Lewis Wiseman

Arizona·CRD #5443969
IA Rep

Investment Adviser Rep at YOUR IA, LLC

Experience
18 yrs
States
3
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jason L Hartman

Missouri·CRD #6946961
Dual-registered

Dual-registered at &PARTNERS

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JL

Jason Lindsay Ball

Tennessee·CRD #2769170
Dual-registered

Dual-registered at BALL & COMPANY

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JL

Jason Lopez

California·CRD #6462379
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Lorenzo

Illinois·CRD #6932364
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason Louis Spatz

Connecticut·CRD #6760163
Dual-registered

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

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason L Palmgren

Georgia·CRD #7656001
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jason L Sherman

Missouri·CRD #6712693
Dual-registered

Dual-registered at IFC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1504 | AdvisorFinder