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+)
JS

Jason Scott Stewart

Florida·CRD #2659506
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jason Scott Subotky

Texas·CRD #2527230
Dual-registered

Dual-registered at YACKTMAN ASSET MANAGEMENT LP

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Performance-based
View profile
JS

Jason Scott Towe

Indiana·CRD #7385724
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Flat Fee / Performance-based
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JS

Jason Scott Vincent

Connecticut·CRD #4668581
Dual-registered

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

Experience
23 yrs
States
3
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
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JS

Jason Scott Visner

Texas·CRD #5853689
Dual-registered

Dual-registered at BROOK CAPITAL

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
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JS

Jason Scott Weintraub

N/A·CRD #5797477
Dual-registered

Dual-registered at PARTNERS CAPITAL SERVICES, INC.

Experience
6 yrs
Exams
4
Since
2020
Est. fee
AUM
Minimum
$5k
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JS

Jason Scott Weiss

Massachusetts·CRD #5759562
Dual-registered

Dual-registered at BYRNE FINANCIAL FREEDOM, LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Fee
AUM
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JS

Jason S Gorenstein

California·CRD #8003256
Dual-registered

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

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

Jason Shelby Walling

Georgia·CRD #4488384
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jason Sheldon

Texas·CRD #8016575
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason Sheldon Close

Florida·CRD #5013652
IA Rep

Investment Adviser Rep at MOTIVE WEALTH ADVISORS, LLC

Experience
13 yrs
States
3
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$5.0M
View profile
JS

Jason Sheldon Nortell

Indiana·CRD #7756329
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Siegel

New York·CRD #2580799
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
31 yrs
States
1
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JS

Jason Simpson Hester

Mississippi·CRD #3174013
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Singh Badesha

New Jersey·CRD #5486822
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
6
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jason Slotkin

Maryland·CRD #5693878
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason S Min

California·CRD #3220191
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Smith III

Texas·CRD #6060809
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Solomon

Colorado·CRD #6665127
Dual-registered

Dual-registered at DEAN CAPITAL MANAGEMENT

Experience
9 yrs
States
2
Exams
5
Since
2017
Fee
AUM
View profile
JS

Jason Sorensen

Florida·CRD #8201047
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jason Stephen Morrow

Pennsylvania·CRD #4132163
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jason Steven Knapp

California·CRD #4389317
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
25 yrs
States
1
Exams
3
Since
2001
Fee
AUM / Flat Fee / Performance-based
View profile
JS

Jason Steven Kohut

Florida·CRD #4007586
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JS

Jason Stewart Kehler

Georgia·CRD #5736120
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
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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