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+)
JL

Jeff Lesniewicz

Florida·CRD #5405377
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeff Masters

Texas·CRD #6072922
Dual-registered

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

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeff M Batterson

Illinois·CRD #2747931
Dual-registered

Dual-registered at LANDOLT SECURITIES, INC.

Experience
30 yrs
States
4
Exams
5
Since
1996
Est. fee
AUM
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JM

Jeff McKenna

Nevada·CRD #6183323
IA Rep

Investment Adviser Rep at WESTERN WEALTH MANAGEMENT LLC

Experience
13 yrs
States
2
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jeff Paul Wunsch

Minnesota·CRD #6746143
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jeff Peter Branson

California·CRD #6631518
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
10 yrs
States
2
Exams
3
Since
2016
Fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Aaron Horn

California·CRD #869976
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
States
2
Exams
10
Since
1979
Est. fee
AUM / Flat Fee
View profile
JA

Jeffrey A Brabant

Montana·CRD #7724650
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey A Corporan

Connecticut·CRD #6227158
Dual-registered

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

Experience
12 yrs
States
4
Exams
7
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Adam Esnard

Louisiana·CRD #5775848
Dual-registered

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

Experience
16 yrs
States
3
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Adam Jacobs

California·CRD #5569670
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
18 yrs
States
1
Exams
2
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JA

Jeffrey A Deyoung

Florida·CRD #1141727
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
3
Exams
5
Since
1983
Est. fee
AUM / Flat Fee
View profile
JA

Jeffrey A Edwards

Florida·CRD #1854348
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
24 yrs
States
8
Exams
6
Since
2002
Fee
AUM
View profile
JA

Jeffrey A Frederick

Connecticut·CRD #2837836
Dual-registered

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

Experience
26 yrs
States
3
Exams
8
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey A Husarek

New York·CRD #7219161
IA Rep

Investment Adviser Rep at BUFFALO FIRST WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey A James

California·CRD #2460384
Dual-registered

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

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Bannon

Indiana·CRD #6098496
Dual-registered

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

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Barton

Kansas·CRD #5602964
Dual-registered

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

Experience
11 yrs
States
2
Exams
8
Since
2015
Fee
AUM / Other
View profile
JA

Jeffrey Alan Belstler

Minnesota·CRD #6309023
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
JA

Jeffrey Alan Beneteau

California·CRD #5409305
Dual-registered

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

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Benson

Illinois·CRD #1744457
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
2
Exams
3
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Alan Brausch

Ohio·CRD #1191980
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
7
Since
1983
Est. fee
AUM / Flat Fee
View profile
JA

Jeffrey Alan Browne

Alabama·CRD #3037114
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Jeffrey Alan Cerny

California·CRD #4744213
Dual-registered

Dual-registered at REDHAWK WEALTH ADVISORS, INC.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$1k
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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