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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+)
JR

Jeffery Ralph Harding

Oregon·CRD #2285734
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffery Scott Burrus

Texas·CRD #2463549
Dual-registered

Dual-registered at MARATHON WEALTH PARTNERS, INC

Experience
32 yrs
States
1
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
JS

Jeffery Scott Fehrman

Georgia·CRD #1961571
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
33 yrs
States
2
Exams
7
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffery Scott Miller

Washington·CRD #2080954
Dual-registered

Dual-registered at WEALTH ASSET MANAGERS

Experience
36 yrs
States
1
Exams
6
Since
1990
Fee
AUM
Minimum
$5k
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JS

Jeffery Scott Timlin

Texas·CRD #2958865
IA Rep

Investment Adviser Rep at SAGE ADVISORY SERVICES LTD CO

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Flat Fee
View profile
JS

Jeffery Scott Wilkins

Texas·CRD #3154639
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
27 yrs
States
1
Exams
11
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffery Stuart Berenson

Illinois·CRD #1573784
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
40 yrs
States
2
Exams
7
Since
1986
Fee
AUM / Hourly / Flat Fee
View profile
JT

Jeffery T Albaneze

Florida·CRD #6674627
IA Rep

Investment Adviser Rep at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Hourly
View profile
JT

Jeffery Taylor

California·CRD #2957527
Dual-registered

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

Experience
25 yrs
States
1
Exams
8
Since
2001
Fee
AUM / Other
View profile
JT

Jeffery Terrill Whelchel

Texas·CRD #7325546
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jeffery Thomas Laske

Illinois·CRD #4518284
IA Rep

Investment Adviser Rep at THE NESTEGG GROUP, INC.

Experience
24 yrs
States
1
Exams
1
Since
2002
Fee
AUM
Minimum
$200k
View profile
JW

Jeffery Wayne Owens

Alabama·CRD #4082763
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JW

Jeffery Wen-Jun Hwang

North Carolina·CRD #5161311
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JW

Jeffery W Still

Massachusetts·CRD #6040892
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jeff Feakes

Colorado·CRD #6281502
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jeff Gene Nielsen

Florida·CRD #3090901
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JH

Jeff Harold Groezinger

Ohio·CRD #3060679
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JH

Jeff Hood

California·CRD #6493851
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Other
View profile
JJ

Jeff James Berg Mr.

California·CRD #4026559
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jeff James Johnson

Florida·CRD #4544526
Dual-registered

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

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeff John Jaraczeski

Montana·CRD #4506843
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
View profile
JJ

Jeff Johnson

Illinois·CRD #2906843
Dual-registered

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

Experience
23 yrs
States
3
Exams
10
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeff Joseph Burds

Iowa·CRD #5737280
IA Rep

Investment Adviser Rep at MARINER WEALTH

Experience
17 yrs
States
2
Exams
1
Since
2009
Fee
Other
View profile
JK

Jeff Kantor

Alabama·CRD #2355979
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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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