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 Stone Rowett

Maryland·CRD #5968689
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jason Strough

Illinois·CRD #7269494
IA Rep

Investment Adviser Rep at STRONG RETIREMENT SOLUTIONS

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

Jason Stuart Dalen

Arizona·CRD #6436106
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Jason S Weisz

Pennsylvania·CRD #4442691
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JT

Jason Taylor

New Hampshire·CRD #5686395
Dual-registered

Dual-registered at FLAGSHIP HARBOR ADVISORS, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jason Terrance Thomas

California·CRD #4262931
Dual-registered

Dual-registered at PORTFOLIO DESIGN LABS, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JT

Jason Theodore Viglianti

Florida·CRD #6587157
Dual-registered

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

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Thomas Albano

Florida·CRD #5199268
Dual-registered

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

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Thomas Beckendorf

Minnesota·CRD #4197711
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jason Thomas Bourque

Massachusetts·CRD #5178560
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jason Thomas Brougham

New Jersey·CRD #7152984
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JT

Jason Thomas Burkett

South Carolina·CRD #6721651
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM
View profile
JT

Jason Thomas Griffin

California·CRD #4539621
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
JT

Jason Thomas Hathaway

California·CRD #5001545
Dual-registered

Dual-registered at LEGACY WEALTH ADVISORS, LLC

Experience
16 yrs
States
3
Exams
6
Since
2010
Est. fee
AUM / Flat Fee
View profile
JT

Jason Thomas Hoffman

Texas·CRD #7261988
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Thomas King

Hawaii·CRD #6279587
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jason Thomas King

Florida·CRD #6343030
Dual-registered

Dual-registered at OAKWOOD CAPITAL, INC.

Experience
10 yrs
States
4
Exams
5
Since
2016
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JT

Jason Thomas Kleinschmidt

Pennsylvania·CRD #7617113
IA Rep

Investment Adviser Rep at THE FAIRMAN GROUP, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.5M
View profile
JT

Jason Thomas Kunkel

Washington·CRD #4982034
Dual-registered

Dual-registered at AGATE PASS INVESTMENT, LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Fee
AUM
Minimum
$1.0M
View profile
JT

Jason Thomas Liebl

Alaska·CRD #3028944
Dual-registered

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

Experience
26 yrs
States
4
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Thomas Meiser

Pennsylvania·CRD #5438925
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jason Thomas Sturgis

North Carolina·CRD #7189616
Dual-registered

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

Experience
5 yrs
States
3
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Thornton

Florida·CRD #7777596
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
JT

Jason Ting

California·CRD #4520672
Dual-registered

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

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 1515 | AdvisorFinder