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+)
JT

Jay T Chazev

California·CRD #4778650
Dual-registered

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

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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JT

Jay Thomas Dirienzo

Wisconsin·CRD #7489002
IA Rep

Investment Adviser Rep at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Performance-based
Minimum
$20.0M
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JT

Jay Thomas Stainsby

New York·CRD #716959
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
1
Exams
7
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JT

Jay Timothy Friberg

Minnesota·CRD #6803584
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
3
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
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JT

Jay T Le

California·CRD #7386758
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
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JV

Jay Vincent Jr.

Pennsylvania·CRD #7630920
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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JV

Jay Vincent Schwieterman

Ohio·CRD #2396267
Dual-registered

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

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Commission / Flat Fee
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JV

Jay Vy Nguyen

California·CRD #7991844
Dual-registered

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

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

Jay Warner Peay

Texas·CRD #7454097
IA Rep

Investment Adviser Rep at STAFFORD CAPITAL PARTNERS INC.

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Performance-based
Minimum
$25.0M
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JW

Jay Warren Rishel

Florida·CRD #5420690
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
5
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JW

Jay William Cohen

Georgia·CRD #4470591
Dual-registered

Dual-registered at MONTEREY WEALTH

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JW

Jay William Hovis

California·CRD #6647870
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jay William Weyers

Illinois·CRD #2741078
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JM

Jaze Mance Randolph

Texas·CRD #7954112
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
JL

Jazette Labarbera

California·CRD #5421249
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jazmyn Pearl Campos

New Mexico·CRD #7060367
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jazzmine Thomas

California·CRD #7351201
IA Rep

Investment Adviser Rep at ACRYLIC FINANCIAL, INC.

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JB

J. Bailey Stitt

Alabama·CRD #7023380
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
JB

J B Degroft

Ohio·CRD #2251972
Dual-registered

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

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JB

J Benjamin Hess

Illinois·CRD #4211558
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
20 yrs
States
4
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JG

J.brady Grygrowski

Maryland·CRD #4885665
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

J Brian Verchot

Alabama·CRD #2144034
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

J B Whitmore

Tennessee·CRD #6374604
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JB

J B Willis

Texas·CRD #1231795
Dual-registered

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

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. fee
AUM / Commission / 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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