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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+)
JL

Jeanette L Arrasmith

Ohio·CRD #2290688
Dual-registered

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

Experience
30 yrs
States
3
Exams
6
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeanette Leann McCormick

Indiana·CRD #4469805
Dual-registered

Dual-registered at WILLIAMSON LEGACY GROUP, LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
View profile
JM

Jeanette Marie Evans

Michigan·CRD #6901674
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
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JM

Jeanette May Lehner

Virginia·CRD #7818251
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Other
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JM

Jeanette M Castillo

California·CRD #6016964
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeanette Reisner Hudepohl

California·CRD #2245198
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jeanette S Johnson

Florida·CRD #1841243
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
38 yrs
States
2
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jeanette S Ng

California·CRD #5618078
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JG

Jean G Charles

California·CRD #7692972
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
JI

Jean Iafrate Schneider

Illinois·CRD #1500842
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JB

Jeanie Boymel

Colorado·CRD #6428702
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jeanine Cerligione

New York·CRD #4441961
Dual-registered

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

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeanine M. Devine

Missouri·CRD #4155361
IA Rep

Investment Adviser Rep at FIRST HEARTLAND CONSULTANTS, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeanine M Erickson

New York·CRD #4921741
Dual-registered

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

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

Jeanine M Gabel

Washington·CRD #2945873
Dual-registered

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

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jean Jacques Pierre

Florida·CRD #2842188
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
8
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jean Kelly Coulanges

Florida·CRD #7410568
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JK

Jean K Rojas

Connecticut·CRD #6628130
Dual-registered

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

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jean Louis Cuadra

District Of Columbia·CRD #7543883
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jean Lynette Prawel

New York·CRD #1777482
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
38 yrs
States
1
Exams
5
Since
1988
Fee
AUM / Hourly / Flat Fee / Other
View profile
JU

Jean-Marc Ulysse

Florida·CRD #7463437
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
JM

Jean Margaret Schneider

Pennsylvania·CRD #1284277
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Flat Fee
View profile
JM

Jean Maria Delbuono

Connecticut·CRD #4284328
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jean Marie A Foreman

New Jersey·CRD #7171258
Dual-registered

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

Experience
6 yrs
States
2
Exams
4
Since
2020
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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