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+)
JA

Jeffrey Allen Kirk

Texas·CRD #7199361
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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JA

Jeffrey Allen Morris

Colorado·CRD #2478499
Dual-registered

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

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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JA

Jeffrey Allen Myers Jeff

Minnesota·CRD #5100500
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jeffrey Allen Nattans

Maryland·CRD #2786221
Dual-registered

Dual-registered at BLACK DIAMOND FINANCIAL, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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JA

Jeffrey Allen Rochon

Wisconsin·CRD #5912987
IA Rep

Investment Adviser Rep at DENALI WEALTH MANAGEMENT, INC.

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Flat Fee
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JA

Jeffrey Allen Russell

Arizona·CRD #2516610
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
32 yrs
States
7
Exams
7
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JA

Jeffrey Allen Scheider

Illinois·CRD #2913242
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Allen Webb

Texas·CRD #3120179
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
1
Exams
9
Since
1998
Est. fee
AUM / Hourly / Flat Fee
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JA

Jeffrey Allen Weber

Illinois·CRD #2443444
Dual-registered

Dual-registered at NBC SECURITIES, INC.

Experience
32 yrs
States
3
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
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JA

Jeffrey Allen Wright

Texas·CRD #2515933
Dual-registered

Dual-registered at TEAMWORK FINANCIAL ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
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JA

Jeffrey A. Malcom

Maryland·CRD #6141631
IA Rep

Investment Adviser Rep at BUTTONWOOD FINANCIAL ADVISORS, INC.

Experience
14 yrs
States
2
Since
2012
Est. fee
AUM / Flat Fee
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JA

Jeffrey Anderson Rogers

Pennsylvania·CRD #5645886
Dual-registered

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

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JA

Jeffrey Andrew Czerwinski

California·CRD #2069288
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
31 yrs
States
3
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Andrew Gordon

Texas·CRD #2790564
Dual-registered

Dual-registered at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$600k
View profile
JA

Jeffrey Andrew Karns

Pennsylvania·CRD #5151328
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Andrew Nance

Alabama·CRD #2827830
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Andruschat

New York·CRD #2468105
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
9
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Angel Tenorio

New Jersey·CRD #5497076
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jeffrey Anthony Manzella

Florida·CRD #5643276
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
4
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jeffrey Anthony Russolino

Louisiana·CRD #866564
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
47 yrs
States
2
Exams
4
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Anthony Wilson

California·CRD #7311239
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
View profile
JA

Jeffrey Anton Christie

California·CRD #4889641
Dual-registered

Dual-registered at LIDO

Experience
21 yrs
States
3
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JA

Jeffrey A Rader

West Virginia·CRD #7370416
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey Arthur Messer

Indiana·CRD #3271470
IA Rep

Investment Adviser Rep at BAKER TILLY WEALTH MANAGEMENT, LLC

Experience
9 yrs
States
2
Exams
1
Since
2017
Fee
AUM / Hourly / 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.

Financial Advisors - Page 1539 | AdvisorFinder