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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+)
JA

Jeffrey Alan Churba

Texas·CRD #2322410
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Alan Concepcion

Louisiana·CRD #1899367
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
37 yrs
States
4
Exams
8
Since
1989
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JA

Jeffrey Alan Crawmer

Illinois·CRD #1042177
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
44 yrs
States
2
Exams
5
Since
1982
Est. fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Alan Daniels

Ohio·CRD #2947609
Dual-registered

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

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
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JA

Jeffrey Alan Duncan

Tennessee·CRD #2913202
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
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JA

Jeffrey Alan Fischman

New Jersey·CRD #1107579
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Flat Fee
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JA

Jeffrey Alan Gasaway

Indiana·CRD #5257740
Dual-registered

Dual-registered at ASSET MANAGEMENT STRATEGIES, INC.

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Alan Gatchel

Iowa·CRD #5200571
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Alan Grewe

North Dakota·CRD #1623330
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jeffrey Alan Harrington

Texas·CRD #6592824
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Alan Hilleman

Iowa·CRD #4197031
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Alan Jacobs

New Hampshire·CRD #2173892
Dual-registered

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

Experience
35 yrs
States
4
Exams
4
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Levitt

Texas·CRD #6655559
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Maclardy

Washington·CRD #6993311
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Alan Mathis

Tennessee·CRD #4037942
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
27 yrs
States
2
Exams
8
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JA

Jeffrey Alan McNaughton

Texas·CRD #1387831
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
39 yrs
States
1
Exams
7
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Alan Miller

Colorado·CRD #3098679
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 Nelson

Kansas·CRD #1964337
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
2
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Alan Perry

California·CRD #1795927
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
38 yrs
States
1
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JA

Jeffrey Alan Rittner

Alabama·CRD #5815374
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
16 yrs
States
27
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Jeffrey Alan Rutter Mr.

Michigan·CRD #6689413
IA Rep

Investment Adviser Rep at SHOTWELL RUTTER BAER INC

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM / Hourly / Flat Fee / Other
View profile
JA

Jeffrey Alan Schiller

Texas·CRD #1017892
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
43 yrs
States
1
Exams
4
Since
1983
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Jeffrey Alan Silverman

Florida·CRD #2957070
Dual-registered

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

Experience
29 yrs
States
3
Exams
7
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jeffrey Alan Taylor

Colorado·CRD #7169318
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Performance-based / Other
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 1537 | AdvisorFinder