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+)
JB

Jeffrey Brian Coontz

California·CRD #2333418
Dual-registered

Dual-registered at PRUDENT INVESTOR ADVISORS, LLC

Experience
29 yrs
States
2
Exams
2
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey Brian Megar

Massachusetts·CRD #4347146
IA Rep

Investment Adviser Rep at NEW FRONTIER ADVISORS, LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM
Minimum
$50k
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JB

Jeffrey Brisben

Indiana·CRD #1111345
Dual-registered

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

Experience
43 yrs
States
1
Exams
10
Since
1983
Est. fee
AUM / Commission / Flat Fee
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JB

Jeffrey Brisbin Howden

North Carolina·CRD #4628383
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JB

Jeffrey Brooks

Oregon·CRD #4412813
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
24 yrs
States
3
Exams
5
Since
2002
Fee
AUM / Flat Fee / Performance-based
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JB

Jeffrey Brown

Maryland·CRD #6061989
Dual-registered

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

Experience
13 yrs
States
2
Exams
7
Since
2013
Est. fee
AUM / Commission / Flat Fee
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JB

Jeffrey Bruce Goldman

California·CRD #2110174
Dual-registered

Dual-registered at LIFE PLANNING ADVISORS LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Flat Fee / Other
Minimum
$250k
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JB

Jeffrey Bruce Lerner

Florida·CRD #500447
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
50 yrs
States
2
Exams
3
Since
1976
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JB

Jeffrey Bruce Naschek

Connecticut·CRD #2273064
Dual-registered

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

Experience
31 yrs
States
4
Exams
3
Since
1995
Est. fee
AUM / Commission / Flat Fee
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JB

Jeffrey Bruce Schankerman

Illinois·CRD #3242466
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey Bryan Kase

Minnesota·CRD #5463817
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JB

Jeffrey Bryant Hammack

Louisiana·CRD #7510273
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey B Stolberg

Illinois·CRD #4047185
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jeffrey Bugbee Hill

Pennsylvania·CRD #1172151
Dual-registered

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

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
JB

Jeffrey Butler Travis

Ohio·CRD #5161258
IA Rep

Investment Adviser Rep at OAK ASSOCIATES LTD

Experience
20 yrs
States
1
Since
2006
Est. fee
AUM
Minimum
$100k
View profile
JC

Jeffrey Carl Ingersoll

Utah·CRD #868739
Dual-registered

Dual-registered at DRIVE WEALTH ADVISERS

Experience
46 yrs
States
1
Exams
6
Since
1980
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jeffrey Carl Perry

Texas·CRD #6828022
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Fee
AUM / Other
View profile
JC

Jeffrey Carmen Cirullo

Minnesota·CRD #3195569
Dual-registered

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

Experience
27 yrs
States
5
Exams
7
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jeffrey Carroll Settle

Maryland·CRD #4754110
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
3
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jeffrey Carter

Arizona·CRD #8119964
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JC

Jeffrey Carter Johnson

Florida·CRD #4450577
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
25 yrs
States
4
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jeffrey Cecil Beach

South Carolina·CRD #2074390
Dual-registered

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

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jeffrey Chad Janes

Tennessee·CRD #4919828
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jeffrey Chad Johansen

Utah·CRD #2998841
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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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