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+)
JD

Jay Drennan Tini

New York·CRD #4406342
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
25 yrs
States
1
Exams
5
Since
2001
Fee
AUM / Flat Fee
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JD

Jay Duane Champlain

California·CRD #1054808
Dual-registered

Dual-registered at GOLDEN STATE WEALTH MANAGEMENT, LLC

Experience
44 yrs
States
3
Exams
6
Since
1982
Est. fee
AUM / Other
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JD

Jay Duane Hokanson

Arkansas·CRD #5222724
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
19 yrs
States
9
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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JD

Jay D Wamsley

Texas·CRD #1395828
Dual-registered

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

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Commission / Flat Fee
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JE

Jay Edwin Lometillo

California·CRD #3109301
Dual-registered

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

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
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JE

Jay E Nissley

Maryland·CRD #3019964
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jay-E S Emmingham

Texas·CRD #7202250
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
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JB

Jayesh Bhikha Bhakta Bhakta

Texas·CRD #8261128
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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JE

Jay Everette Smith

California·CRD #5544044
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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JF

Jay Fairfield Ratterman

Colorado·CRD #7664846
IA Rep

Investment Adviser Rep at PARAGON CAPITAL MANAGEMENT

Experience
1 yrs
States
2
Since
2025
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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JF

Jay F Johnson

California·CRD #2496456
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
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JF

Jay Foster Livingston

New Mexico·CRD #3186199
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jay Gentry

Texas·CRD #7935202
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
JG

Jay Gershman

Connecticut·CRD #2124843
IA Rep

Investment Adviser Rep at REDHAWK WEALTH ADVISORS, INC.

Experience
35 yrs
States
3
Exams
7
Since
1991
Est. fee
AUM / Flat Fee
Minimum
$1k
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JG

Jay Gregory Gehrke

Arizona·CRD #4948365
IA Rep

Investment Adviser Rep at WATERLOO CAPITAL

Experience
21 yrs
States
1
Exams
1
Since
2005
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
JH

Jay Harold Flamme

New Jersey·CRD #1632440
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JH

Jay Henry Liberman

Texas·CRD #3050026
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Flat Fee
View profile
JH

Jay H. Jacobs

Florida·CRD #5769492
Dual-registered

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

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jay H Levy

New Hampshire·CRD #4866495
Dual-registered

Dual-registered at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JH

Jay Howell Moyer

Florida·CRD #2219076
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JH

Jay Hyunjoon Hwang

California·CRD #2270965
Dual-registered

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

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jay J Adams

Pennsylvania·CRD #2799510
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jay Je Seung Choi

California·CRD #4867216
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JJ

Jay Jino Yu

New York·CRD #5408968
Dual-registered

Dual-registered at DOMINARI SECURITIES LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM
Minimum
$10.0M
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 1522 | AdvisorFinder