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+)
JW

Jason Wayne Birdwell

Pennsylvania·CRD #3255236
Dual-registered

Dual-registered at MAIN STREET FINANCIAL SOLUTIONS, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jason Wendell Rasp

Indiana·CRD #2689513
Dual-registered

Dual-registered at RASP WEALTH SOLUTIONS, LLC

Experience
30 yrs
States
1
Exams
4
Since
1996
Fee
AUM / Flat Fee
View profile
JW

Jason Wesley Craine

Kansas·CRD #6007705
IA Rep

Investment Adviser Rep at SAVVY

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JW

Jason White

Florida·CRD #5938712
Dual-registered

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

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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JW

Jason W Hoffman

New Jersey·CRD #4674092
Dual-registered

Dual-registered at WISS PRIVATE CLIENT ADVISORS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Fee
AUM
Minimum
$1.0M
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JW

Jason Whong

California·CRD #7376846
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jason William Browne

Texas·CRD #2624951
Dual-registered

Dual-registered at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
JW

Jason William Carter

North Carolina·CRD #5619691
Dual-registered

Dual-registered at VERATIS ADVISORS, INC.

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JW

Jason William Dahl

Florida·CRD #4904558
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
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JW

Jason William Parker

Michigan·CRD #4189961
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason William Persinger

California·CRD #4456227
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason William Roeske

Minnesota·CRD #2216669
Dual-registered

Dual-registered at SPEECE THORSON CAPITAL GROUP INC

Experience
30 yrs
States
1
Exams
15
Since
1996
Fee
AUM
Minimum
$5.0M
View profile
JW

Jason William Thompson

Pennsylvania·CRD #5834123
Dual-registered

Dual-registered at MCADAM LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
View profile
JW

Jason W John

Maryland·CRD #4635963
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
23 yrs
States
4
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jason W Kemper

Colorado·CRD #7649656
Dual-registered

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

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

Jason Wright

District Of Columbia·CRD #5601821
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
3
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JY

Jason Yarnall

Florida·CRD #8001546
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JZ

Jason Zahorenko

California·CRD #4131760
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JZ

Jason Zwerling

New York·CRD #6949906
Dual-registered

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

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jasper Carl Schanna

California·CRD #1616434
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
4
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jasper Marion Hendrick

Florida·CRD #4206811
Dual-registered

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

Experience
26 yrs
States
2
Exams
9
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jatia Huey

Michigan·CRD #7640935
IA Rep

Investment Adviser Rep at DAHRING | CUSMANO AND ASSOCIATES

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jaue-Hwa J Huang

California·CRD #2044728
Dual-registered

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

Experience
36 yrs
States
4
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JA

J. Austin Houlding

Connecticut·CRD #5658197
Dual-registered

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

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Commission / 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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