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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+)
JR

Jason Richard Hill

Florida·CRD #5476417
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason Richard Hughes

Massachusetts·CRD #7134720
Dual-registered

Dual-registered at PALLAS CAPITAL ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Richard Miller

Arizona·CRD #4678356
Dual-registered

Dual-registered at CREWE ADVISORS

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$2.0M
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JR

Jason Richard Minor

Tennessee·CRD #4192069
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
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JR

Jason Richard Pera

California·CRD #4538809
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jason Richard Schwartz

New York·CRD #1291762
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
2
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
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JR

Jason Richard Stoneberg

Texas·CRD #5223802
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Performance-based
Minimum
$50.0M
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JR

Jason Richard Turowsky

Texas·CRD #4433472
IA Rep

Investment Adviser Rep at AMBERJACK CAPITAL PARTNERS, L.P.

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$5.0M
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JR

Jason Richard Wilke

Texas·CRD #5846155
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
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JR

Jason Richard Young

Texas·CRD #4623967
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
23 yrs
States
1
Exams
5
Since
2003
Fee
AUM / Flat Fee / Performance-based
View profile
JR

Jason Ritter

New Jersey·CRD #6222765
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason R Langieri

Florida·CRD #6117276
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason R. May

Michigan·CRD #4367912
Dual-registered

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

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Robert Bak

Florida·CRD #7295238
IA Rep

Investment Adviser Rep at NESTEGGS, INC.

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

Jason Robert Borrasso

Louisiana·CRD #5614787
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
JR

Jason Robert Brinks

Florida·CRD #3107035
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

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

Jason Robert Brown

New York·CRD #6114402
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Robert Der

Massachusetts·CRD #5566661
IA Rep

Investment Adviser Rep at YOUR IA, LLC

States
1
Exams
4
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Robert Egge

Iowa·CRD #3170272
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason Robert Evans

Alabama·CRD #6500286
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JR

Jason Robert Gentner

Florida·CRD #4437586
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason Robert Griffin

California·CRD #2725523
Dual-registered

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

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Robert Henninger

Pennsylvania·CRD #2802899
IA Rep

Investment Adviser Rep at MB, LEVIS & ASSOCIATES,LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Flat Fee
View profile
JR

Jason Robert Hince

Nebraska·CRD #3207673
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
3
Exams
7
Since
1999
Est. fee
AUM / 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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