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 Michael Hallmark

Ohio·CRD #5518655
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Michael Harris

Connecticut·CRD #7595151
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Michael Iacobucci

Texas·CRD #4337618
Dual-registered

Dual-registered at CORDA INVESTMENT MANAGEMENT, LLC

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM
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JM

Jason Michael Jeffers

Vermont·CRD #3020016
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JM

Jason Michael Johnson

Minnesota·CRD #4162796
Dual-registered

Dual-registered at PINE GROVE FINANCIAL GROUP

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Flat Fee / Other
Minimum
$250k
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JM

Jason Michael Kendall

California·CRD #5625173
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
9
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Michael Lamendola

Florida·CRD #4749135
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Michael Pace

Alaska·CRD #4000809
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
26 yrs
States
11
Exams
5
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JM

Jason Michael Perry

Florida·CRD #5688484
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jason Michael Pilcher

California·CRD #3200782
Dual-registered

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

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Michael Pott

Colorado·CRD #5611609
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Michael Schmudlach

Wisconsin·CRD #6002810
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JM

Jason Michael Schwartz

Ohio·CRD #7058166
IA Rep

Investment Adviser Rep at RED CEDAR INVESTMENT MANAGEMENT

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM
Minimum
$1.0M
View profile
JM

Jason Michael Sgroi

New Jersey·CRD #4613747
Dual-registered

Dual-registered at BROADWAY ADVISOR GROUP

Experience
20 yrs
States
3
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Michael Tom

California·CRD #7554000
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
JM

Jason Michael Uetrecht

Missouri·CRD #6733596
IA Rep

Investment Adviser Rep at RUBINBROWN ADVISORS LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$150k
View profile
JM

Jason Michael Wills

Texas·CRD #7049706
Dual-registered

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

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Miles Apruzzese

Connecticut·CRD #5218589
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Minteer

Florida·CRD #6080493
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Johnson

Florida·CRD #6154456
Dual-registered

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

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Kelly

Georgia·CRD #4849495
Dual-registered

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

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Lach

California·CRD #4161706
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
5
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason M. Livernois

Michigan·CRD #4034965
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Moises Chanchavac Morales

Rhode Island·CRD #7944720
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
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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