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+)
JE

Jeffrey Evan Hornberger

New Jersey·CRD #7357810
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jeffrey Ferrante

New Hampshire·CRD #1594344
Dual-registered

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

Experience
40 yrs
States
1
Exams
8
Since
1986
Est. fee
AUM / Commission / Flat Fee
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JF

Jeffrey Finan Birch

Illinois·CRD #8225470
IA Rep

Investment Adviser Rep at KINGSVIEW WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JF

Jeffrey Folsom Carlisle

Maine·CRD #4358891
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
2
Exams
2
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
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JF

Jeffrey Forbes Smith

Colorado·CRD #6042907
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
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JF

Jeffrey Forgerson

Missouri·CRD #6116692
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Flat Fee
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JF

Jeffrey Francis Bigler

Florida·CRD #1850797
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
4
Exams
3
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JF

Jeffrey Francis Brayton

Michigan·CRD #2356995
Dual-registered

Dual-registered at LAKESHORE FINANCIAL PLANNING INC.

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM
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JF

Jeffrey Francis Carne

Nebraska·CRD #6797987
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
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JF

Jeffrey Francis Denehy

Massachusetts·CRD #7367771
Dual-registered

Dual-registered at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
Fee
AUM
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JF

Jeffrey Francis Dziegielewski

New York·CRD #5796928
Dual-registered

Dual-registered at THE NORTHSTAR GROUP, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
JF

Jeffrey Francis Smith

Florida·CRD #5464232
Dual-registered

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

Experience
13 yrs
States
1
Exams
3
Since
2013
Fee
AUM / Other
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JF

Jeffrey Frank Hatfield

California·CRD #1984720
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JF

Jeffrey Frank Jagard

California·CRD #4601379
Dual-registered

Dual-registered at AVALAN, LLC

Experience
16 yrs
States
2
Exams
9
Since
2010
Fee
AUM / Hourly / Flat Fee
View profile
JF

Jeffrey Frank Purvis II

New Jersey·CRD #6599382
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JF

Jeffrey Frederick Geiser

Arizona·CRD #2041075
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
36 yrs
States
1
Exams
6
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JF

Jeffrey F Steinmann

Florida·CRD #4021707
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
3
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jeffrey Gaither Sullivan

Connecticut·CRD #1133559
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
43 yrs
States
1
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JG

Jeffrey Gale

Oregon·CRD #6664715
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Garett Pietsch

California·CRD #6011071
IA Rep

Investment Adviser Rep at HERITAGE CAPITAL ADVISORS, LLC

Experience
14 yrs
States
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Garlatti

California·CRD #5670941
Dual-registered

Dual-registered at BCG SECURITIES, INC.

Experience
17 yrs
States
12
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
View profile
JG

Jeffrey Garrett Van Siclen

Massachusetts·CRD #6075974
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Gelman

Illinois·CRD #6197215
Dual-registered

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

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey Gene Bjurstrom

California·CRD #2918744
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
2
Exams
4
Since
1997
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.

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