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+)
JT

Jason Todd Childers

Idaho·CRD #6172822
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jason Todd Edelmann

California·CRD #5280253
Dual-registered

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

Experience
19 yrs
States
6
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
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JT

Jason Todd Hill

Oklahoma·CRD #3209702
Dual-registered

Dual-registered at FINANCIAL & TAX ARCHITECTS, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Flat Fee
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JT

Jason Todd Klazmer

Pennsylvania·CRD #6399470
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jason Todd Lichtenstein

New York·CRD #4485230
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
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JT

Jason Todd Thompson

Texas·CRD #2585941
Dual-registered

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

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
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JT

Jason Tomlin Ocoma

Pennsylvania·CRD #7160027
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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JT

Jason Torrey-Payne

Arizona·CRD #2934237
Dual-registered

Dual-registered at TORREY-PAYNE WEALTH MANAGEMENT

Experience
29 yrs
States
5
Exams
7
Since
1997
Est. fee
AUM
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JT

Jason Travis Richmond

Oregon·CRD #2967070
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Fee
AUM / Flat Fee / Other
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JT

Jason Tschudy

Illinois·CRD #3246794
Dual-registered

Dual-registered at &PARTNERS

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JT

Jason T Sipe

Texas·CRD #7291619
Dual-registered

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

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason T Tong

California·CRD #5992677
Dual-registered

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

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

Jason Tyler Eagle

Georgia·CRD #5650869
IA Rep

Investment Adviser Rep at REGAL INVESTMENT ADVISORS LLC

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JT

Jason Tyler Gergely

Indiana·CRD #6408645
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JT

Jason Tylor Lewer

New Jersey·CRD #2964829
Dual-registered

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

Experience
29 yrs
States
2
Exams
3
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jason Tyrone Summers

Iowa·CRD #4147162
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JV

Jason Vasconcellos

Rhode Island·CRD #6399657
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JV

Jason Vern Voelker

Wisconsin·CRD #4727322
Dual-registered

Dual-registered at AFFILIATED FINANCIAL ADVISORS INC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM
View profile
JV

Jason Vitucci

California·CRD #2913455
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason Wade Bohmann

Texas·CRD #2708166
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason Walter Rausch

New Jersey·CRD #4700191
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason Ware

Utah·CRD #5848104
IA Rep

Investment Adviser Rep at ALBION FINANCIAL GROUP

Experience
16 yrs
States
1
Exams
1
Since
2010
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JW

Jason Watson

South Carolina·CRD #6579469
Dual-registered

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

Experience
9 yrs
States
2
Exams
8
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jason Wayne Baird

Michigan·CRD #5565956
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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.

Financial Advisors - Page 1516 | AdvisorFinder