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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+)
JA

Jeanmarie Ann Deliso

Connecticut·CRD #2634774
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jean Marie Hoff

Maryland·CRD #5369462
IA Rep

Investment Adviser Rep at AEGIS WEALTH

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM / Flat Fee
View profile
JM

Jean Marie Hughes

New Jersey·CRD #2050361
Dual-registered

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

Experience
35 yrs
States
2
Exams
4
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jean Marie Jackson

Iowa·CRD #1971035
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
5
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jean-Marie Leonard

Maryland·CRD #2853056
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
1
Exams
6
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jean Marie Wiegner

New Jersey·CRD #718819
Dual-registered

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

Experience
46 yrs
States
2
Exams
3
Since
1980
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jean Marjorie Scherer

South Dakota·CRD #4862011
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
View profile
JM

Jean M. Christie

Georgia·CRD #5479994
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jean Michael Reinoso

New York·CRD #5396551
IA Rep

Investment Adviser Rep at CASTLETON PARTNERS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Performance-based
Minimum
$2.0M
View profile
JM

Jean M Schmid

Pennsylvania·CRD #1141116
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeanna Marie Stephens

Alabama·CRD #7174711
IA Rep

Investment Adviser Rep at WEALTH MANAGEMENT

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeanna M Lizzi

South Carolina·CRD #5892153
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
View profile
JA

Jeanne A. Holmes

Alabama·CRD #4646401
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
23 yrs
States
23
Exams
5
Since
2003
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JA

Jeanne Ann Jehle

Missouri·CRD #4885198
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
21 yrs
States
1
Exams
6
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeanne Ann Wolk

Florida·CRD #6640262
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeanne Elice Blanchard

Georgia·CRD #6484884
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jeanne Elise Foss

Wisconsin·CRD #6992059
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM
View profile
JF

Jeanne Foraste Bernardin

Massachusetts·CRD #2206758
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Hourly / Flat Fee
View profile
JG

Jeanne Gibson Sullivan

Massachusetts·CRD #1887387
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JH

Jeanne H. Badeaux-Carnline

Louisiana·CRD #1443982
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
39 yrs
States
2
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JJ

Jeanne Johnson Sutton

Kentucky·CRD #5603840
Dual-registered

Dual-registered at WELLTH ADVISORY SERVICES, LLC

Experience
17 yrs
States
1
Exams
2
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeanne Lynn Wolf

Florida·CRD #4292804
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
4
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeanne Marie Abraham

California·CRD #2610909
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
30 yrs
States
1
Exams
3
Since
1996
Fee
AUM / Other
View profile
JM

Jeanne Marie Stanley

Florida·CRD #2418534
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / 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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