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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 A Schnoebelen

California·CRD #5487599
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jeffrey A Snyders

Illinois·CRD #1840498
Dual-registered

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

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Commission / Flat Fee
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JA

Jeffrey A Thorup

Minnesota·CRD #2163249
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
35 yrs
States
2
Exams
3
Since
1991
Fee
AUM / Hourly / Flat Fee / Other
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JA

Jeffrey A Turner

Florida·CRD #4384362
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
4
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JA

Jeffrey A. Winner

New Jersey·CRD #4431291
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
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JB

Jeffrey B Acuff

Ohio·CRD #2716981
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
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JB

Jeffrey Banks

Virginia·CRD #7303080
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JB

Jeffrey Barrett Baker

Iowa·CRD #4698851
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jeffrey Bart Perlmutter

New York·CRD #1592398
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
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JB

Jeffrey B Condit

New Jersey·CRD #1359459
Dual-registered

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

Experience
41 yrs
States
2
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeffrey Bernard Altieri

New York·CRD #862821
Dual-registered

Dual-registered at NOVEM GROUP

Experience
47 yrs
States
2
Exams
5
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey Bernard Von Behren

California·CRD #3189373
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeffrey B Fleuriot

Georgia·CRD #7165848
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM
Minimum
$50k
View profile
JB

Jeffrey Bill Baker

Indiana·CRD #2102752
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey Blaine Kadavy

Colorado·CRD #5735756
Dual-registered

Dual-registered at TRAIL RIDGE INVESTMENT ADVISORS, LLC

Experience
12 yrs
States
2
Exams
4
Since
2014
Fee
AUM / Hourly / Other
View profile
JB

Jeffrey Blake Nowell

New Hampshire·CRD #4395340
Dual-registered

Dual-registered at MASCOMA WEALTH MANAGEMENT

Experience
16 yrs
States
2
Exams
3
Since
2010
Fee
AUM
Minimum
$300k
View profile
JB

Jeffrey Boles

California·CRD #7964698
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeffrey Bowie

Michigan·CRD #2452470
Dual-registered

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

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeffrey Boyd Bullock

Colorado·CRD #5950056
Dual-registered

Dual-registered at CEDARWOOD WEALTH

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM
View profile
JB

Jeffrey Brandon Kline

Connecticut·CRD #2483225
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
28 yrs
States
6
Exams
5
Since
1998
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JB

Jeffrey Brandon Kline

Florida·CRD #271792
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
54 yrs
States
3
Exams
7
Since
1972
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
JB

Jeffrey Brent Pickering

Texas·CRD #4714504
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JB

Jeffrey Brett Miller

California·CRD #2283924
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
3
Exams
7
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jeffrey Brian Bernstein

California·CRD #2837317
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
3
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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 1540 | AdvisorFinder