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+)
JO

Jason Oliver Will

Washington·CRD #6165232
Dual-registered

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

Experience
13 yrs
States
1
Exams
5
Since
2013
Fee
AUM / Other
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JO

Jason Otis Delaney

New York·CRD #5540718
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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JP

Jason Palmadesso

Florida·CRD #3020758
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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JP

Jason Palomares Lavarias

Texas·CRD #4666332
Dual-registered

Dual-registered at FITZWILLIAMS WEALTH MANAGEMENT INC.

Experience
21 yrs
States
2
Exams
5
Since
2005
Fee
AUM
Minimum
$100k
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JP

Jason Pasquariello

N/A·CRD #7927304
Dual-registered

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

Experience
2 yrs
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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JP

Jason Patrick Bowles

Minnesota·CRD #4216286
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Flat Fee
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JP

Jason Patrick Bressler

Florida·CRD #2662673
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
3
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JP

Jason Patrick Curran

Pennsylvania·CRD #5154366
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
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JP

Jason Patrick Dongelewic

New York·CRD #8180980
IA Rep

Investment Adviser Rep at MARATHON MISSION, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$500k
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JP

Jason Patrick Good

Minnesota·CRD #4978923
IA Rep

Investment Adviser Rep at EXCELSIOR INVESTORS

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$750k
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JP

Jason Patrick Over

Florida·CRD #5064814
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
View profile
JP

Jason Patrick Seney

Texas·CRD #6205868
Dual-registered

Dual-registered at BROWN | MILLER WEALTH MANAGEMENT, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JP

Jason Paul Berube

Massachusetts·CRD #5515400
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Subscription
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JP

Jason Paul Christopher

Georgia·CRD #6613853
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

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

Jason Paul Demers

Texas·CRD #2365310
Dual-registered

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

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jason Paul Foster

Louisiana·CRD #7319537
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
5 yrs
States
2
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
JP

Jason Paul Gaffney

New Jersey·CRD #3207869
Dual-registered

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

Experience
26 yrs
States
1
Exams
13
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jason Paul Hutchins

Indiana·CRD #6292837
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
12 yrs
States
2
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JP

Jason Paul Leonard

New Jersey·CRD #4076786
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
2
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jason Paul Santos

California·CRD #4138976
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JP

Jason Paul Seibert

Pennsylvania·CRD #4893220
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
JP

Jason Paul Stevens

Minnesota·CRD #3175138
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
JP

Jason Paul Williams

Texas·CRD #7946424
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jason P Blanchard

Texas·CRD #5788002
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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