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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 Ryan Duguay

Massachusetts·CRD #4991208
Dual-registered

Dual-registered at FLAGSHIP HARBOR ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Ryan Gregory

Indiana·CRD #5400474
Dual-registered

Dual-registered at ASSET MANAGEMENT STRATEGIES, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Fee
AUM / Hourly / Flat Fee
View profile
JR

Jason Ryan Oestreicher

Florida·CRD #5077320
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jason Ryer Baldridge

California·CRD #7589541
IA Rep

Investment Adviser Rep at LIDO

Experience
4 yrs
States
4
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JS

Jason Saeed Morad

Delaware·CRD #4617643
IA Rep

Investment Adviser Rep at INGALLS & SNYDER LLC

Experience
18 yrs
States
4
Exams
1
Since
2008
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
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JS

Jason S Cherny

Texas·CRD #1769982
Dual-registered

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

Experience
39 yrs
States
2
Exams
3
Since
1987
Est. fee
AUM / Commission / Flat Fee
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JS

Jason Schneiweiss

New Jersey·CRD #5265078
Dual-registered

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

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason S Cohen

New York·CRD #6721748
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jason Scott Adams

Florida·CRD #5174590
Dual-registered

Dual-registered at TRIPLETAIL WEALTH MANAGEMENT

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM
Minimum
$500k
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JS

Jason Scott Austerman

Ohio·CRD #6103089
Dual-registered

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

Experience
13 yrs
States
1
Exams
3
Since
2013
Fee
AUM / Other
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JS

Jason Scott Deleeuw

Minnesota·CRD #4235654
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Flat Fee
View profile
JS

Jason Scott Fair

Illinois·CRD #2899005
Dual-registered

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

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason Scott Freeby

Texas·CRD #8159852
Dual-registered

Dual-registered at GDS WEALTH MANAGEMENT

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
Minimum
$1.0M
View profile
JS

Jason Scott Hoeltzel

Pennsylvania·CRD #4446833
Dual-registered

Dual-registered at KISSLING FINANCIAL SERVICES, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Scott Lacey

Wisconsin·CRD #5220076
Dual-registered

Dual-registered at PJS INVESTMENT MANAGEMENT

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JS

Jason Scott Larner

New Jersey·CRD #2554145
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jason Scott Leibovitch

California·CRD #6803139
Dual-registered

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

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason Scott Moore

Ohio·CRD #2589788
Dual-registered

Dual-registered at HICKS CAPITAL MANAGEMENT, LLC

Experience
31 yrs
States
1
Exams
6
Since
1995
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Scott Murray

New Jersey·CRD #3091940
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JS

Jason Scott Nichols

Florida·CRD #5401068
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
3
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JS

Jason Scott Niemann

Missouri·CRD #4688997
Dual-registered

Dual-registered at DROMS STRAUSS WEALTH MANAGEMENT

Experience
21 yrs
States
1
Exams
5
Since
2005
Fee
AUM
Minimum
$500k
View profile
JS

Jason Scott Oh

Texas·CRD #4867029
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JS

Jason Scott Overholtzer

California·CRD #3215595
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JS

Jason Scott Rasmussen

Texas·CRD #2273216
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
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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