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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+)
JM

Javier Magana Benitez

Nevada·CRD #7964860
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
JM

Javier Malfavon

California·CRD #5243128
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JM

Javier Manuel Millares

Florida·CRD #5874217
IA Rep

Investment Adviser Rep at MILLARES ASSET MANAGEMENT, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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JM

Javier Martin-Riva

Florida·CRD #6706706
Dual-registered

Dual-registered at BULLTICK WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee / Performance-based
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JN

Javier Nicieza Arias

Texas·CRD #8032840
Dual-registered

Dual-registered at ALTERNA WEALTH MANAGEMENT, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
Minimum
$250k
View profile
JP

Javier Perez-Giz

Virginia·CRD #5629192
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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JR

Javier Rivero

Florida·CRD #4498023
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
24 yrs
States
2
Exams
10
Since
2002
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
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JR

Javier Rodrigo Fonseca-Paricio

Florida·CRD #7293695
Dual-registered

Dual-registered at MAS ADVISORS LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JR

Javier Rodriguez

California·CRD #1425103
Dual-registered

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

Experience
40 yrs
States
1
Exams
3
Since
1986
Fee
AUM / Other
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JV

Javier Villanueva

Texas·CRD #7753811
Dual-registered

Dual-registered at BBVA GLOBAL WEALTH ADVISORS, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM
Minimum
$500k
View profile
JR

Javion Rookard

Georgia·CRD #6760001
Dual-registered

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

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

Javon Antoine Taylor

Illinois·CRD #7793561
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
JK

Jawad Khokhar

Texas·CRD #6512747
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jawan Tyree McAllister

New Jersey·CRD #7185913
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Flat Fee
View profile
JB

Jaxon B Kyle

California·CRD #8140586
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
JP

Jaxon Parker Malaby

Texas·CRD #7835705
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jaxson Barlow

Michigan·CRD #8217600
Dual-registered

Dual-registered at HBW ADVISORY SERVICES LLC

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

Jaxson Nolen Wentworth

Arizona·CRD #7766570
Dual-registered

Dual-registered at TFB ADVISORS, LLC

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

Jay A Bucher

Ohio·CRD #6282174
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
JA

Jay A Conkin

Tennessee·CRD #7857356
Dual-registered

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

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jay A Lamar

Texas·CRD #2582314
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Fee
AUM / Other
View profile
JA

Jay Alan Goldberg

New Jersey·CRD #1434918
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jay Alan Wallinger

Nebraska·CRD #2407056
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jay Allan Ambroson

Texas·CRD #859012
Dual-registered

Dual-registered at INVICTUS TIMING SERVICE LTD

Experience
48 yrs
States
1
Exams
5
Since
1978
Est. fee
AUM
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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