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+)
JP

Jefferson Philip Matkin

Texas·CRD #4550765
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
23 yrs
States
1
Exams
6
Since
2003
Fee
AUM / Flat Fee / Performance-based
View profile
JR

Jefferson Richard Bortolo Vieira

New York·CRD #7924278
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jefferson Stacy Jones

Massachusetts·CRD #4567112
Dual-registered

Dual-registered at FLAGSHIP HARBOR ADVISORS, LLC

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

Jefferson Woolsey

Minnesota·CRD #7817891
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

States
1
Exams
1
Since
2026
Fee
AUM
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JW

Jefferson W Sinchi

New Jersey·CRD #6980039
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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JY

Jefferson Y. Chan

Colorado·CRD #8162320
IA Rep

Investment Adviser Rep at ILLUMINATE WEALTH MANAGEMENT

Experience
1 yrs
States
2
Est. fee
AUM / Flat Fee
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JA

Jeffery Allen Acheson

Florida·CRD #706698
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
46 yrs
States
1
Exams
9
Since
1980
Fee
AUM / Hourly / Flat Fee / Other
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JA

Jeffery Allen Campos

Illinois·CRD #6783937
Dual-registered

Dual-registered at WHEELHOUSE ADVISORY GROUP, LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Other
View profile
JA

Jeffery Allen Eynetich

Nebraska·CRD #6570095
IA Rep

Investment Adviser Rep at PLAN GROUP FINANCIAL, INC.

Experience
11 yrs
States
3
Exams
4
Since
2015
Est. fee
AUM / Flat Fee
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JA

Jeffery A. Terrill

California·CRD #5614743
Dual-registered

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

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

Jeffery Blair Robinson

North Carolina·CRD #3058621
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jeffery Bob Patterson

N/A·CRD #1747986
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
33 yrs
Exams
7
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
JB

Jeffery Brian Jones

New York·CRD #5308140
IA Rep

Investment Adviser Rep at TSA MANAGEMENT INC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$50k
View profile
JC

Jeffery Curtis Franklin

Missouri·CRD #7220988
Dual-registered

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

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffery Dale Lister

Wisconsin·CRD #2768904
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jeffery Dale Thompson

California·CRD #5866005
Dual-registered

Dual-registered at AVALAN, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffery David Vanderstraaten

Michigan·CRD #4103510
Dual-registered

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

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

Jeffery Dean Haller

Florida·CRD #2458776
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
32 yrs
States
3
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffery Dean Zimmerman

Minnesota·CRD #2171893
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
33 yrs
States
2
Exams
8
Since
1993
Fee
AUM / Hourly / Flat Fee / Other
View profile
JD

Jeffery Deloy Powell

Nevada·CRD #1805180
Dual-registered

Dual-registered at ELEVAGE PARTNERS, LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
JD

Jeffery D Price

Texas·CRD #2255050
Dual-registered

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

Experience
34 yrs
States
1
Exams
7
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffery G Chaffin

California·CRD #6786003
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JH

Jeffery Hal Stroman

Indiana·CRD #1107272
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
27 yrs
States
1
Exams
5
Since
1999
Fee
AUM / Flat Fee
View profile
JH

Jeffery Harold Hattaway

Georgia·CRD #6046067
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly
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 1533 | AdvisorFinder