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+)
JM

Jason M Basso

New Jersey·CRD #7548571
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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JM

Jason M Batt

Arizona·CRD #5011651
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
21 yrs
States
20
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JM

Jason M Best

Michigan·CRD #2467448
Dual-registered

Dual-registered at MAINSTAY CAPITAL MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$200k
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JM

Jason M Beumer

Minnesota·CRD #3251524
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
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JM

Jason M Bimonte

Florida·CRD #5076199
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
3
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jason McCabe

California·CRD #5464820
Dual-registered

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

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
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JM

Jason McGilvery

Georgia·CRD #2560934
Dual-registered

Dual-registered at GIBBS WEALTH MANAGEMENT, LLC

Experience
29 yrs
States
1
Exams
8
Since
1997
Est. fee
AUM
Minimum
$25k
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JM

Jason M Cillo

Louisiana·CRD #6214681
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
13 yrs
States
3
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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JM

Jason McMillen

New York·CRD #6187380
Dual-registered

Dual-registered at AVESTAR CAPITAL, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$250k
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JM

Jason M Dietz

Tennessee·CRD #6112924
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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JM

Jason M Elchert

Ohio·CRD #4437648
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jason M Foster

California·CRD #2878844
Dual-registered

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

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
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JM

Jason M Fung

California·CRD #6942823
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Gitter

New York·CRD #4670240
Dual-registered

Dual-registered at PUREVEST

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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JM

Jason M Goehring

California·CRD #5682170
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Hicks

Virginia·CRD #5667424
Dual-registered

Dual-registered at MASON INVESTMENT ADVISORY SERVICES INC

Experience
13 yrs
States
1
Exams
5
Since
2013
Fee
AUM / Flat Fee
View profile
JM

Jason M Huynh

Oregon·CRD #6271972
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Fee
AUM / Other
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JM

Jason Michael Abramowitz

New Jersey·CRD #7161656
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Michael Burdine

Texas·CRD #4805654
Dual-registered

Dual-registered at POST OAK PRIVATE WEALTH ADVISORS

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
JM

Jason Michael Cohen

Louisiana·CRD #5233386
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JM

Jason Michael Craciun

Ohio·CRD #5798956
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

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

Jason Michael Edelson

Maryland·CRD #3241174
Dual-registered

Dual-registered at VERDENCE CAPITAL ADVISORS, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Michael Giordano

Connecticut·CRD #4715937
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Michael Gragg

Kansas·CRD #6359517
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / 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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