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 L Smith

Connecticut·CRD #4369913
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
17 yrs
States
3
Exams
9
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JL

Jason Luan

California·CRD #5706883
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
1
Exams
6
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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JL

Jason Lyle Weese

California·CRD #2288375
Dual-registered

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

Experience
34 yrs
States
4
Exams
6
Since
1992
Est. fee
AUM / Commission / Flat Fee
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JM

Jason Mancini

New Jersey·CRD #6054862
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JM

Jason M Apolenis

Maryland·CRD #3094086
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
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JM

Jason M Arbittier

New Jersey·CRD #4909040
Dual-registered

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

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JM

Jason Marcieski

Pennsylvania·CRD #3217336
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
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JM

Jason Marc Klager

District Of Columbia·CRD #5189545
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
20 yrs
States
7
Exams
4
Since
2006
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JM

Jason Marcus Garcia

Arizona·CRD #7657005
Dual-registered

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

Experience
3 yrs
States
1
Exams
4
Since
2023
Fee
AUM / Other
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JM

Jason Margeson

Maine·CRD #7496212
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Other
View profile
JM

Jason Mark Depetris

California·CRD #5765106
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Mark Neiman

California·CRD #2303565
Dual-registered

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

Experience
33 yrs
States
3
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Mark Weckel

South Carolina·CRD #5994596
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Marshall Harris

North Carolina·CRD #6401950
Dual-registered

Dual-registered at STRATEGIC BLUEPRINT, LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
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JM

Jason Martin Saxon

California·CRD #1791644
Dual-registered

Dual-registered at PRIVATE WEALTH PARTNERS, LLC

States
3
Exams
7
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JM

Jason Mathew Eiler

Wyoming·CRD #5799280
Dual-registered

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

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

Jason Matthew Butler

California·CRD #5146821
Dual-registered

Dual-registered at CERCANO MANAGEMENT LLC

Experience
12 yrs
States
3
Exams
5
Since
2014
Est. fee
AUM / Performance-based
Minimum
$100.0M
View profile
JM

Jason Matthew Martin

North Carolina·CRD #4257273
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Matthew Peirce

Texas·CRD #7657195
IA Rep

Investment Adviser Rep at PEIRCE CAPITAL MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM
Minimum
$1.0M
View profile
JM

Jason Matthew Porter

Texas·CRD #5124734
Dual-registered

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

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

Jason Matthew Prew

New Jersey·CRD #5016555
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Other
View profile
JM

Jason Matthew Sacks

Florida·CRD #2902189
Dual-registered

Dual-registered at FRISCH FINANCIAL GROUP, INC.

Experience
17 yrs
States
3
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JM

Jason Matthew Shevland

Pennsylvania·CRD #2822824
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Flat Fee / Performance-based
View profile
JM

Jason Mayers

Kansas·CRD #7456708
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / 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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