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 D. Hardiek

Kansas·CRD #8261707
IA Rep

Investment Adviser Rep at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25k
View profile
JD

Jeffrey Dingle

California·CRD #8232020
IA Rep

Investment Adviser Rep at LIDO

States
2
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JD

Jeffrey Dinkel

California·CRD #6568940
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey Ditalia

Pennsylvania·CRD #3092422
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey D. McCurry

Texas·CRD #4267988
Dual-registered

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

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

Jeffrey D Moro

New York·CRD #5605962
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Flat Fee
View profile
JD

Jeffrey Donald Austinson

Pennsylvania·CRD #7782568
Dual-registered

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

Experience
2 yrs
States
3
Exams
7
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey Donald Breese

Arizona·CRD #4240878
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
25 yrs
States
2
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey Donald Hall

Pennsylvania·CRD #874334
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
States
2
Exams
7
Since
1979
Est. fee
AUM / Flat Fee
View profile
JD

Jeffrey Donald Sharp

Iowa·CRD #1408285
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

Experience
41 yrs
States
3
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey Donor Barrera

California·CRD #2941346
Dual-registered

Dual-registered at MIRAMONTES CAPITAL, LLC

Experience
29 yrs
States
1
Exams
7
Since
1997
Fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
JD

Jeffrey Douglas Anderson

California·CRD #3193243
Dual-registered

Dual-registered at AXXCESS WEALTH MANAGEMENT, LLC

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JD

Jeffrey Douglas Bjornson

California·CRD #3084995
Dual-registered

Dual-registered at LIDO

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JD

Jeffrey Douglas Potter

Idaho·CRD #2902522
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Flat Fee
View profile
JD

Jeffrey D Reis

Colorado·CRD #2803266
Dual-registered

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

Experience
30 yrs
States
3
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey Drew Hansen

Illinois·CRD #6975211
Dual-registered

Dual-registered at CAPSTONE FINANCIAL ADVISORS INC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
JD

Jeffrey D Spitz

North Carolina·CRD #4195687
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey D Starr

California·CRD #6371171
IA Rep

Investment Adviser Rep at STANSBERRY ASSET MANAGEMENT, LLC

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM
Minimum
$500k
View profile
JD

Jeffrey D Stegge

Arizona·CRD #7759925
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JD

Jeffrey Duane Bradley

Texas·CRD #5143060
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
1
Exams
7
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jeffrey Duane Hart

Florida·CRD #1302091
Dual-registered

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

Experience
42 yrs
States
2
Exams
8
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey Dunbar

Louisiana·CRD #5410690
Dual-registered

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

Experience
17 yrs
States
3
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JD

Jeffrey D Varsa

Massachusetts·CRD #4431363
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Jeffrey D Wolfe

Colorado·CRD #2636536
Dual-registered

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

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

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 1546 | AdvisorFinder