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+)
JR

Jayce Robert Erwin

Michigan·CRD #6271662
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jay Charles Gerrie

Texas·CRD #2210764
Dual-registered

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

Experience
34 yrs
States
1
Exams
3
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jay Christopher Murphy

Texas·CRD #5587228
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
JL

Jayci Lynn Goodlett

Texas·CRD #6270202
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jay Cobarrubias

California·CRD #7443362
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
JD

Jaycob Douglas Dye-Kuhman

Texas·CRD #7315306
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jaycob John Keuning

Michigan·CRD #7168941
IA Rep

Investment Adviser Rep at STRAIGHT PATH WEALTH MANAGEMENT

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Hourly
View profile
JY

Jaycob Y Hiraldo Ortiz

Puerto Rico·CRD #8286813
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jay Colin Bluhm

Washington·CRD #7199549
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JC

Jay C Pawlowski

N/A·CRD #6324046
Dual-registered

Dual-registered at FSA ADVISORS, INC.

Experience
7 yrs
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
View profile
JC

Jay C Weislogel

Ohio·CRD #6066698
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JD

Jay Dashiell Dale

Texas·CRD #6892969
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jay David Carpenter

Pennsylvania·CRD #2071560
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
36 yrs
States
1
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jay David Franklin

Florida·CRD #5899203
IA Rep

Investment Adviser Rep at CLARITY CAPITAL ADVISORS, LLC

Experience
15 yrs
States
2
Since
2011
Est. fee
Flat Fee
View profile
JD

Jay David McKinney

North Carolina·CRD #6439363
Dual-registered

Dual-registered at FORTRESS PRIVATE LEDGER, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JD

Jayden Daniel Carpenter

Ohio·CRD #7793601
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jayden Lucian

Texas·CRD #8138774
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JM

Jayden Matthew Wilson

Texas·CRD #7569288
Dual-registered

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

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

Jayden Shea McDougal

Texas·CRD #7799958
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
JV

Jayden Vaughn Thomas

Alaska·CRD #7791840
IA Rep

Investment Adviser Rep at ALPHA WEALTH FUNDS, LLC

Experience
3 yrs
States
2
Exams
2
Since
2023
Est. fee
AUM / Commission / Hourly / Performance-based / Subscription / Other
Minimum
$500k
View profile
JD

Jay Dillon Palamides

Pennsylvania·CRD #6517661
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
JD

Jay Don Graham

Texas·CRD #1682029
IA Rep

Investment Adviser Rep at ACRYLIC FINANCIAL, INC.

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JV

Jaydon Vincent Rivera

New York·CRD #7891012
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jay Doraiswami

California·CRD #6214351
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / 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 1521 | AdvisorFinder