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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+)
JG

Jean-Pierre Green

Washington·CRD #3141694
Dual-registered

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

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

Jean Pierre Malo

Texas·CRD #2171513
IA Rep

Investment Adviser Rep at AMERICANA PARTNERS, LLC

Experience
22 yrs
States
1
Exams
2
Since
2004
Est. fee
AUM / Flat Fee
View profile
JP

Jean Pier Suarez

California·CRD #6329461
Dual-registered

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

Experience
10 yrs
States
5
Exams
3
Since
2016
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JT

Jean Theresa Wangard

Wisconsin·CRD #1491693
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Flat Fee
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JT

Jean Trim

Maine·CRD #4703414
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
16 yrs
States
2
Exams
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jean Wesley Jackson

Indiana·CRD #1707678
Dual-registered

Dual-registered at HORSE COVE PARTNERS LLC

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JY

Jeanwin Yamato Doreus

California·CRD #8135378
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JY

Jean Y Kim

California·CRD #4857987
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
JB

Jeb Brian Nordby

Florida·CRD #6496360
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
3
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jeboah Dan Joerg

Utah·CRD #5370711
Dual-registered

Dual-registered at STONE TEMPLE PARTNERS LLC

Experience
1 yrs
States
1
Exams
6
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
View profile
JR

Jeb Roger Kirkpatrick

Oklahoma·CRD #2046088
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
36 yrs
States
1
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JS

Jeb Stuart Zoller

Florida·CRD #4622591
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
23 yrs
States
7
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jed Andrew Lund

Minnesota·CRD #5063046
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jedd Anich

Minnesota·CRD #7373668
IA Rep

Investment Adviser Rep at SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM
Minimum
$100k
View profile
JD

Jed David Chmara

California·CRD #1411956
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
3
Exams
10
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jedd Morgan Wilson

Utah·CRD #2448366
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
31 yrs
States
1
Exams
7
Since
1995
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
JE

Jed E Bandes

Florida·CRD #722806
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
45 yrs
States
1
Exams
10
Since
1981
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
JV

Jedediah Val Huss

California·CRD #8235696
IA Rep

Investment Adviser Rep at MAIA WEALTH

States
2
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
JA

Jedidiah Avery Solomon

New York·CRD #6712305
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
View profile
JJ

Jed John Walsh

Texas·CRD #4809988
Dual-registered

Dual-registered at SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Fee
AUM / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JM

Jed Matthew Inzerella

Louisiana·CRD #4261355
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jed Niles Mengel

Iowa·CRD #5298015
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jed Steven Fogdall

Texas·CRD #5036425
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JE

J Edward Murphy II

New Jersey·CRD #1411172
Dual-registered

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

Experience
40 yrs
States
2
Exams
5
Since
1986
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.

Financial Advisors - Page 1531 | AdvisorFinder