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+)
JR

Jason Robert Kleis

Iowa·CRD #2723769
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
3
Exams
7
Since
1996
Est. fee
AUM / Flat Fee
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JR

Jason Robert McClanahan

Texas·CRD #4605162
Dual-registered

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

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
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JR

Jason Robert Odette

Texas·CRD #2691630
Dual-registered

Dual-registered at MARIDEA WEALTH MANAGEMENT

Experience
30 yrs
States
1
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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JR

Jason Robert Pokorny

Wisconsin·CRD #2521060
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jason Roberts Coles

Alabama·CRD #2632270
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
31 yrs
States
20
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JR

Jason Robert Steele

Michigan·CRD #6222548
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
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JR

Jason Robert Swiercek

Nebraska·CRD #4126131
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
26 yrs
States
1
Exams
8
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
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JR

Jason Robert Wenk

California·CRD #4310095
Dual-registered

Dual-registered at GRAETZ WEALTH

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM
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JR

Jason Robinson

Florida·CRD #6159297
Dual-registered

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

Experience
13 yrs
States
2
Exams
7
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Roger Cook

Massachusetts·CRD #5105755
IA Rep

Investment Adviser Rep at APPLETON PARTNERS, INC.

States
1
Since
2026
Est. fee
AUM
Minimum
$2.0M
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JR

Jason Rosado

Florida·CRD #7459406
Dual-registered

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

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

Jason Ross Lund

California·CRD #2110469
IA Rep

Investment Adviser Rep at CREATIVEONE SECURITIES, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly
Minimum
$25k
View profile
JR

Jason Ross Roegner

Florida·CRD #6319830
Dual-registered

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

Experience
12 yrs
States
2
Exams
6
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Roy Davis

California·CRD #4229547
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jason Roy Rucker

Arizona·CRD #2868573
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jason R Patterson

Connecticut·CRD #8257098
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason R Rasmussen

Wisconsin·CRD #6074487
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason R Reyes

California·CRD #4339709
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 R Rundorff

Florida·CRD #5276530
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason R Stachura

Michigan·CRD #4194242
Dual-registered

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

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason R Stoss

Florida·CRD #5246493
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jason Russell Atchley

Georgia·CRD #6410322
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Russell Hessler

Indiana·CRD #4498254
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

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

Jason Ryan Bennett

Ohio·CRD #6069724
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

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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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