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+)
JP

Jason P Burkett

Colorado·CRD #4788149
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
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JP

Jason Peter Kuilman

Pennsylvania·CRD #5006231
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
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JP

Jason Phillip Brienen

Florida·CRD #2249998
Dual-registered

Dual-registered at CHIRON CAPITAL MANAGEMENT, LLC

Experience
32 yrs
States
7
Exams
6
Since
1994
Est. fee
AUM / Flat Fee
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JP

Jason Phillip Sulkosky

Alaska·CRD #4013916
Dual-registered

Dual-registered at DIRECTIONAL FINANCIAL SERVICES

Experience
22 yrs
States
6
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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JP

Jason Pierce

Hawaii·CRD #4159921
Dual-registered

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

Experience
21 yrs
States
3
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
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JP

Jason P Kelso

California·CRD #4828284
Dual-registered

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

Experience
22 yrs
States
3
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
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JP

Jason P Oreilly

California·CRD #6978026
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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JP

Jason P Spears

Illinois·CRD #6041003
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jason Pyun

New York·CRD #7144911
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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JP

Jason P Zubiel

Texas·CRD #4494705
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Performance-based
Minimum
$250k
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JR

Jason Rafael Borras

District Of Columbia·CRD #6907465
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
JR

Jason R Alexander

Connecticut·CRD #3256371
Dual-registered

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

Experience
27 yrs
States
3
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Randall Backus

Georgia·CRD #6415371
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Randolph Saul

Colorado·CRD #8015872
IA Rep

Investment Adviser Rep at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
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JR

Jason Raymond Bowens

Michigan·CRD #5715624
Dual-registered

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

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason R Beckwith

Illinois·CRD #2504293
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason R Coffman

Indiana·CRD #5643159
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason Reed Finke

California·CRD #7235657
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Remillard

Connecticut·CRD #3253957
Dual-registered

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

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

Jason R Fedak

Connecticut·CRD #7340136
IA Rep

Investment Adviser Rep at CORE PLANNING

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason R Hostetler

Ohio·CRD #4812101
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JR

Jason Richard Byrd

California·CRD #7178837
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
JR

Jason Richard Carter

Indiana·CRD #5362346
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
19 yrs
States
3
Exams
3
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Richard Graybill

Colorado·CRD #2718603
Dual-registered

Dual-registered at CARRET ASSET MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Performance-based
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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