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+)
JD

Jeffrey David Brecht

Texas·CRD #4526663
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jeffrey David Broders

Minnesota·CRD #4646137
Dual-registered

Dual-registered at RUNNING OAK CAPITAL LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM
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JD

Jeffrey David Buck

Hawaii·CRD #4884887
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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JD

Jeffrey David Dzwonkowski

California·CRD #6260017
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
4
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jeffrey David Edmonds

California·CRD #2089948
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
35 yrs
States
2
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee
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JD

Jeffrey David Eisman

Illinois·CRD #6353140
IA Rep

Investment Adviser Rep at WELLTH ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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JD

Jeffrey David Galbraith

Texas·CRD #5435012
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
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JD

Jeffrey David Gregorio

District Of Columbia·CRD #4422236
Dual-registered

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

Experience
24 yrs
States
3
Exams
7
Since
2002
Est. fee
AUM / Commission / Flat Fee
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JD

Jeffrey David Guy

Michigan·CRD #5373448
Dual-registered

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

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
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JD

Jeffrey David Hays

Tennessee·CRD #2247967
Dual-registered

Dual-registered at CYPRESS CAPITAL, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Fee
AUM / Hourly / Flat Fee / Subscription
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JD

Jeffrey David Howlett

Michigan·CRD #6974073
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jeffrey David Irish

Illinois·CRD #2228055
Dual-registered

Dual-registered at BERNARDI ASSET MANAGEMENT, LLC

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM
Minimum
$250k
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JD

Jeffrey David Kercorian

Michigan·CRD #2404095
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
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JD

Jeffrey David Lammert

Ohio·CRD #3161118
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JD

Jeffrey David Link

North Carolina·CRD #2739333
Dual-registered

Dual-registered at GUARDIAN WEALTH ADVISORS, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey David Medvedik

Michigan·CRD #1712203
IA Rep

Investment Adviser Rep at FSA ADVISORS, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
View profile
JD

Jeffrey David Moore

Arkansas·CRD #2344628
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
7
Exams
10
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey David Morelan

Alaska·CRD #4517861
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
24 yrs
States
9
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JD

Jeffrey David Mucciarone

Ohio·CRD #4546398
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JD

Jeffrey David Peifly

New Jersey·CRD #2209569
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Flat Fee
View profile
JD

Jeffrey David Piepgras

Texas·CRD #1769609
Dual-registered

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

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey David Rahm

Minnesota·CRD #1520986
Dual-registered

Dual-registered at NORTHLAND ASSET MANAGEMENT

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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JD

Jeffrey David Riker

Florida·CRD #8047138
Dual-registered

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

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey David Ross

Washington·CRD #735840
Dual-registered

Dual-registered at THE PLANNER'S EDGE LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. 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 1544 | AdvisorFinder