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+)
JW

Jed William Limmer

California·CRD #5651469
Dual-registered

Dual-registered at ONWARD ADVISORS LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JP

Jeel Patel

New Jersey·CRD #8169342
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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JA

Jeff Adron Cheek

Michigan·CRD #5581028
Dual-registered

Dual-registered at PALATINE HILL WEALTH MANAGEMENT

Experience
16 yrs
States
1
Exams
2
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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JA

Jeff Alan Conforti

California·CRD #1624993
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jeff Alan McMahan

California·CRD #1246764
Dual-registered

Dual-registered at MCMAHAN CAPITAL MANAGEMENT

Experience
28 yrs
States
2
Exams
4
Since
1998
Fee
AUM
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JA

Jeff Alan Merlino

Texas·CRD #2207585
Dual-registered

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

Experience
34 yrs
States
2
Exams
4
Since
1992
Fee
AUM / Other
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JA

Jeff Alan Showers

California·CRD #1305916
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
JA

Jeff Anton Nizich

Oregon·CRD #4268069
Dual-registered

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

Experience
25 yrs
States
1
Exams
4
Since
2001
Fee
AUM / Other
View profile
JA

Jeff Avancena

California·CRD #6736150
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
JB

Jeff Braley Jr

Florida·CRD #6147344
Dual-registered

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

Experience
13 yrs
States
2
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeff Burrus Bland

Alaska·CRD #4365908
Dual-registered

Dual-registered at BURRUS

Experience
25 yrs
States
14
Exams
2
Since
2001
Est. fee
AUM
View profile
JC

Jeff Cheng Jin

Texas·CRD #4292519
Dual-registered

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

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jeff C Jen

California·CRD #3107738
Dual-registered

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

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeff Daniel Manwaring

Texas·CRD #5525100
IA Rep

Investment Adviser Rep at AVIDIAN WEALTH SOLUTIONS

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

Jeff David Currie

Idaho·CRD #2407176
Dual-registered

Dual-registered at ELEVATED CAPITAL ADVISORS, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
View profile
JD

Jeff Deke

North Carolina·CRD #7282720
Dual-registered

Dual-registered at STORGATE, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Flat Fee
View profile
JD

Jeff D Hogan

Georgia·CRD #5365579
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeff Eastburn

Texas·CRD #3024026
Dual-registered

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

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jefferey D Redford

California·CRD #2972028
Dual-registered

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

Experience
25 yrs
States
6
Exams
8
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jefferson David Hightower

Texas·CRD #7307916
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Flat Fee / Performance-based
View profile
JD

Jefferson David Pace II

Georgia·CRD #2433655
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
JJ

Jefferson Jon Buller

California·CRD #4586352
Dual-registered

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

Experience
2 yrs
States
1
Exams
6
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jefferson Joseph Rotherham

California·CRD #6355070
Dual-registered

Dual-registered at ORION CAPITAL MANAGEMENT LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JL

Jefferson Lee Cross

Georgia·CRD #2736999
Dual-registered

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

Experience
30 yrs
States
3
Exams
4
Since
1996
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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