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 Dylan Detwiler

Pennsylvania·CRD #2918482
Dual-registered

Dual-registered at GARCIA HAMILTON & ASSOCIATES LP

Experience
11 yrs
States
2
Exams
4
Since
2015
Fee
AUM / Performance-based
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JE

Jeffrey Earl Bush Sr

Arizona·CRD #2568693
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
32 yrs
States
16
Exams
5
Since
1994
Est. fee
AUM / Commission / Hourly / Flat Fee
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JE

Jeffrey Earl Schwantz

Nebraska·CRD #4014219
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

States
1
Exams
6
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
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JE

Jeffrey Earl Taylor

California·CRD #1033833
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee
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JE

Jeffrey Edmund Lehmann

Kentucky·CRD #6996173
IA Rep

Investment Adviser Rep at BALLAST, INC.

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
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JE

Jeffrey Edward Belokin

Arizona·CRD #5610868
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JE

Jeffrey Edward Callahan

New Jersey·CRD #4736553
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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JE

Jeffrey Edward Dennison

Alabama·CRD #5701934
Dual-registered

Dual-registered at HBW ADVISORY SERVICES LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
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JE

Jeffrey Edward Krueg

Arizona·CRD #1300805
Dual-registered

Dual-registered at DYNAMIC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
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JE

Jeffrey Edward Stuermer

California·CRD #2518255
Dual-registered

Dual-registered at PEREGRINE ASSET ADVISERS, INC.

Experience
32 yrs
States
6
Exams
4
Since
1994
Fee
AUM / Other
Minimum
$100k
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JE

Jeffrey Edward Todd

Illinois·CRD #4019557
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JE

Jeffrey E Gutierrez

Florida·CRD #7560895
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JE

Jeffrey Elliott Boe

Colorado·CRD #860769
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
42 yrs
States
1
Exams
8
Since
1984
Est. fee
AUM / Hourly / Flat Fee / Other
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JE

Jeffrey Elliott Janssen

Illinois·CRD #2947034
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeffrey Elliott Leventhal

Maryland·CRD #2433591
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Other
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JE

Jeffrey E Nieman

Ohio·CRD #7639927
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeffrey Eric Tiger

Connecticut·CRD #4226155
Dual-registered

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

Experience
20 yrs
States
3
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeffrey Ernest Stevenson

North Carolina·CRD #6705542
Dual-registered

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

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JE

Jeffrey Ethan Pytlinski

Ohio·CRD #3202398
IA Rep

Investment Adviser Rep at TFB ADVISORS, LLC

Experience
27 yrs
States
1
Exams
2
Since
1999
Est. fee
AUM / Flat Fee / Subscription
View profile
JE

Jeffrey Eugene Fichtner

California·CRD #1283391
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
JE

Jeffrey Eugene Robinson

Texas·CRD #2879661
Dual-registered

Dual-registered at GUIDESTONE ADVISORS

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
JE

Jeffrey Eugene Swope

Pennsylvania·CRD #1857409
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JE

Jeffrey Evan Alpert

California·CRD #7453486
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
JE

Jeffrey Evan Condit

New Jersey·CRD #6089064
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / 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 1547 | AdvisorFinder