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 Monteagudo

Pennsylvania·CRD #5561249
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 Moore Giordano

Pennsylvania·CRD #3091792
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason Morgan Cain

Florida·CRD #5440350
IA Rep

Investment Adviser Rep at CYNOSURE PORTFOLIO ADVISORS LLC

Experience
4 yrs
States
3
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason Morgan Korte

California·CRD #6018820
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
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JM

Jason Morgan Parrett

Ohio·CRD #7199831
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
6
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jason M Porter

Tennessee·CRD #6846379
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason M Rogers

District Of Columbia·CRD #5770554
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
3
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jason M Steeber

Ohio·CRD #7716517
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
JM

Jason M Trichler

Hawaii·CRD #3027242
Dual-registered

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

Experience
28 yrs
States
3
Exams
11
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jason Musil

Wisconsin·CRD #6682483
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jason M White

Massachusetts·CRD #4768088
IA Rep

Investment Adviser Rep at MISSIONSQUARE WEALTH MANAGEMENT

Experience
22 yrs
States
1
Exams
5
Since
2004
Fee
AUM
View profile
JM

Jason Myerson Beckert

North Carolina·CRD #2839206
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jason Nahoul

California·CRD #5823498
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
JN

Jason Neal Radke

Colorado·CRD #6170702
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jason N Ginder

New York·CRD #1577288
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JN

Jason Nicholas Kelley

California·CRD #7324682
IA Rep

Investment Adviser Rep at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jason Nicholas Kimlick

Connecticut·CRD #2852745
Dual-registered

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

Experience
15 yrs
States
4
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jason Nicholas Marcantuone

New Jersey·CRD #7937332
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
JN

Jason Nicholas Walsh

Pennsylvania·CRD #2979271
Dual-registered

Dual-registered at CRESAP, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Other
View profile
JN

Jason Nicklaus Snyder

Oklahoma·CRD #6173474
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JN

Jason Noah Schwartz

New York·CRD #7796063
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Norrish

California·CRD #2936042
Dual-registered

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

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jason O'Brien

Florida·CRD #4956799
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
JO

Jason Okrent

Washington·CRD #7179262
Dual-registered

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

Experience
6 yrs
States
1
Exams
4
Since
2020
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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