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+)
JM

Jay Michael Loch

Florida·CRD #2271759
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
31 yrs
States
3
Exams
4
Since
1995
Est. fee
AUM / Flat Fee
View profile
JM

Jay Michael Raffle- Devine

Ohio·CRD #3049212
Dual-registered

Dual-registered at FORT WASHINGTON INVESTMENT ADVISORS INC

States
1
Exams
3
Since
2026
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JB

Jaymie Brian Wetzel

California·CRD #4026581
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
JM

Jay M Rapp

North Carolina·CRD #5363496
Dual-registered

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

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
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JM

Jay M Weiner

New Jersey·CRD #3025166
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
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JA

Jayna Alexandra Andrikou

New York·CRD #8260996
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jay N Anderson

Florida·CRD #2821820
Dual-registered

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

Experience
30 yrs
States
2
Exams
9
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jayne Finst

California·CRD #5362672
Dual-registered

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

Experience
19 yrs
States
4
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jaynell Cherie Talaber

Georgia·CRD #1839343
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
37 yrs
States
3
Exams
6
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jayne Marie Bushman

Minnesota·CRD #2468437
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
View profile
JM

Jayne Marie P. Sullivan

California·CRD #2539896
Dual-registered

Dual-registered at VALLEY WEALTH STRATEGIES, LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jayne M Duenow

Montana·CRD #2562549
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jaynish Gandhi

Texas·CRD #6929974
Dual-registered

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

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jay Oh

California·CRD #4431079
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jay Patadia

New Jersey·CRD #8121416
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

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

Jay Patel

New Jersey·CRD #7253131
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
JP

Jay Paul Moore

Texas·CRD #4500568
Dual-registered

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

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jay Paul Santangelo

Colorado·CRD #1964315
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
6
Since
1989
Est. fee
AUM / Flat Fee
View profile
JP

Jay P Curtis

Virginia·CRD #7590667
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM
Minimum
$50k
View profile
JP

Jay P Kirkpatrick

Texas·CRD #2779000
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jay Ralph Slouffman

Ohio·CRD #4401378
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
25 yrs
States
2
Exams
4
Since
2001
Fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jay Reid Porter

California·CRD #1123708
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jay Richard Higgenbotham

Alabama·CRD #1463942
Dual-registered

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

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jay Richard Spector

Arizona·CRD #5197488
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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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