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+)
JJ

Jay Jones

Texas·CRD #5534197
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Performance-based
Minimum
$50.0M
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JJ

Jay Jordan Horn

Texas·CRD #4249156
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
25 yrs
States
1
Exams
5
Since
2001
Fee
AUM / Flat Fee / Performance-based
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JJ

Jay Joseph Jajich

Pennsylvania·CRD #8172672
IA Rep

Investment Adviser Rep at RIVER WEALTH ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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JK

Jay Kevin Kready

Pennsylvania·CRD #4530678
Dual-registered

Dual-registered at STEWARDSHIP ADVISORS, LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Flat Fee
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JK

Jay Kiefer

Oklahoma·CRD #7786737
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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JK

Jay Kotecha

California·CRD #7283740
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

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

Jay Lamarr Wells

Utah·CRD #5602205
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
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JL

Jay Lawrence Healy

Tennessee·CRD #4424904
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
22 yrs
States
1
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JH

Jaylee Hoppmann

Ohio·CRD #8040916
IA Rep

Investment Adviser Rep at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JR

Jaylen Raye

Texas·CRD #7467098
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JL

Jay Leon Lefkowicz

Connecticut·CRD #2676293
Dual-registered

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

Experience
28 yrs
States
4
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jaylin Williams

Missouri·CRD #7947690
Dual-registered

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

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jay Lipfert Richards

Florida·CRD #1689554
Dual-registered

Dual-registered at INVESTMENT ADVISORY GROUP LLC

Experience
36 yrs
States
2
Exams
3
Since
1990
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jay Logan

California·CRD #7348074
Dual-registered

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

Experience
1 yrs
States
3
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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JM

Jay Malik

Florida·CRD #2805493
Dual-registered

Dual-registered at WEALTH MANAGEMENT

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jayman Frank Yi

Oregon·CRD #3074957
Dual-registered

Dual-registered at ROEHL & YI INVESTMENT ADVISORS, LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
JM

Jay Marc Diamond

Connecticut·CRD #1293312
Dual-registered

Dual-registered at INVESTMARK ADVISORY GROUP LLC

Experience
42 yrs
States
2
Exams
8
Since
1984
Fee
AUM / Hourly / Flat Fee
View profile
JM

Jay Matilal Desai

Pennsylvania·CRD #1888390
Dual-registered

Dual-registered at MACRO ADVISORS, INC.

Experience
37 yrs
States
2
Exams
8
Since
1989
Est. fee
AUM / Hourly
Minimum
$100k
View profile
JM

Jay Matthew McHargue

Florida·CRD #729516
Dual-registered

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

Experience
45 yrs
States
2
Exams
7
Since
1981
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jayme Alan Russo

Pennsylvania·CRD #2643358
Dual-registered

Dual-registered at VALLEY BROOK CAPITAL GROUP

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly
Minimum
$5k
View profile
JC

Jayme Casanova

Florida·CRD #7328107
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jayme Clark Wiggins

Florida·CRD #2895904
IA Rep

Investment Adviser Rep at PALM VALLEY CAPITAL MANAGEMENT

Experience
7 yrs
States
1
Since
2019
Fee
AUM
Minimum
$5.0M
View profile
JD

Jayme Diane Russell

Texas·CRD #5675616
IA Rep

Investment Adviser Rep at LUTHER KING CAPITAL MANAGEMENT CORPORATION

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
View profile
JD

Jayme Don Fowler

Oklahoma·CRD #1307298
Dual-registered

Dual-registered at OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Experience
39 yrs
States
1
Exams
4
Since
1987
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.

Financial Advisors - Page 1523 | AdvisorFinder