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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+)
JM

Jeanne Marie Tackett

Illinois·CRD #5257777
Dual-registered

Dual-registered at TOTAL CLARITY WEALTH MANAGEMENT, INC

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JR

Jeanne Rudolph Rosengren

Minnesota·CRD #1616223
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
JS

Jeanne S Howie

Florida·CRD #4361542
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

Jeanne Sim Suh

California·CRD #5061681
Dual-registered

Dual-registered at DESTINATION WEALTH MANAGEMENT

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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JR

Jeannetta Robinson

Indiana·CRD #5864517
Dual-registered

Dual-registered at &PARTNERS

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JH

Jeannette Harris

California·CRD #7314642
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
View profile
JH

Jeannette H Smith

New Mexico·CRD #4966126
Dual-registered

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

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JH

Jeannette H Trevino

Florida·CRD #5135021
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
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JM

Jeannette Michelle Monroe

Florida·CRD #4584325
Dual-registered

Dual-registered at REHMANN WEALTH

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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JL

Jeannie Lennox

Connecticut·CRD #2770510
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
JM

Jeannie Marquerite Darwin

Florida·CRD #3199675
Dual-registered

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

Experience
27 yrs
States
3
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeannie M Aversa

New Jersey·CRD #6297053
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
JP

Jeannie P. Adams

Florida·CRD #2598098
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JG

Jeannine Gaeta

New Jersey·CRD #6078751
Dual-registered

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

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeanni Patricia Harrison

California·CRD #4708192
IA Rep

Investment Adviser Rep at AMERICAN MONEY MANAGEMENT, LLC

Experience
11 yrs
States
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JN

Jean Noh Bolton

California·CRD #4834404
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
View profile
JC

Jean-Paul Cain

Minnesota·CRD #2964327
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
17 yrs
States
1
Exams
6
Since
2009
Fee
AUM / Flat Fee / Other
View profile
JC

Jeanpaul Charles Skovronck

New York·CRD #2744738
Dual-registered

Dual-registered at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Experience
29 yrs
States
1
Exams
7
Since
1997
Est. fee
AUM / Flat Fee
View profile
JC

Jean-Paul Chenette

Georgia·CRD #1650497
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
8
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jean Paul Desrosiers

Massachusetts·CRD #2181521
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jean Paul Padilla

Florida·CRD #5429626
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jean Phillip Joshue Espinosa Barrientos

Maryland·CRD #7404035
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Other
View profile
JP

Jean Pierre Di Vito

Florida·CRD #2356047
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jean Pierre Georges Bouvel

Pennsylvania·CRD #1016538
Dual-registered

Dual-registered at BOUVEL INVESTMENT PARTNERS, LLC

Experience
26 yrs
States
2
Exams
9
Since
2000
Fee
AUM / Hourly
Minimum
$50k
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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