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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+)
JJ

Jayr Josue Riascos

Connecticut·CRD #6484727
Dual-registered

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

Experience
9 yrs
States
3
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jay Robert Birchmeier

Michigan·CRD #6389513
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JR

Jay Robert Blanchard

Florida·CRD #4501494
IA Rep

Investment Adviser Rep at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
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JR

Jay Robert Hyman

Connecticut·CRD #5380812
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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JR

Jay Robert Penney

Arizona·CRD #1146552
Dual-registered

Dual-registered at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
43 yrs
States
1
Exams
7
Since
1983
Est. fee
AUM / Hourly / Flat Fee / Subscription
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JR

Jay R Oyer

Colorado·CRD #4357678
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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JS

Jay Sailesh Sheth

New Jersey·CRD #4656009
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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JS

Jay Scott Brewer

California·CRD #3265909
IA Rep

Investment Adviser Rep at STRATOS WEALTH PARTNERS, LTD

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JS

Jay Scott Kramer

Florida·CRD #1841766
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JL

Jaysen Louis Bohrod

New Jersey·CRD #6658924
Dual-registered

Dual-registered at PEGASUS ASSET MANAGEMENT INC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM
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JS

Jay Shah

New York·CRD #4733217
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JA

Jayson Alan Snipes

North Carolina·CRD #8224998
IA Rep

Investment Adviser Rep at HANOVER SQUARE WEALTH ADVISORS LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JC

Jayson Charles Kaus

Illinois·CRD #2253399
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
33 yrs
States
3
Exams
6
Since
1993
Est. fee
AUM / Flat Fee
View profile
JC

Jayson Cort Jaquess

Texas·CRD #7336941
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
JJ

Jayson James Brown

Florida·CRD #5451124
Dual-registered

Dual-registered at CERTUITY, LLC

Experience
18 yrs
States
2
Exams
2
Since
2008
Est. fee
AUM / Flat Fee / Performance-based
View profile
JJ

Jayson J Thomas

Florida·CRD #7461404
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
JL

Jayson Lavon Jones

New York·CRD #8044873
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jayson Michael Tanzman

Connecticut·CRD #4417708
Dual-registered

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

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jayson Robert Dowd

New Jersey·CRD #6176946
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jayson S Im

Georgia·CRD #8059496
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
JS

Jay Stanford Pommrehn

California·CRD #2844166
Dual-registered

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

Experience
26 yrs
States
3
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jay Steve Arce

Virginia·CRD #6579505
IA Rep

Investment Adviser Rep at TAYLOR FINANCIAL GROUP, INC.

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Flat Fee
Minimum
$250k
View profile
JS

Jay Steven Fields

Florida·CRD #1198107
Dual-registered

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

Experience
34 yrs
States
3
Exams
5
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jay S. Torgerson

Oregon·CRD #4275993
Dual-registered

Dual-registered at CROSS FINANCIAL ADVISORS

Experience
26 yrs
States
1
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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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