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+)
JG

Jeffrey Gene Levy

New York·CRD #1089449
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jeffrey George

New Jersey·CRD #4861528
Dual-registered

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

Experience
22 yrs
States
2
Exams
6
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey George Kitzberger

Ohio·CRD #1438825
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JG

Jeffrey Gerard Gundrum

Illinois·CRD #1819476
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
38 yrs
States
2
Exams
7
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Gerard Meyers

Kansas·CRD #2192759
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JG

Jeffrey Gerhard Patterson

Pennsylvania·CRD #6701680
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey Germaine Dowden

California·CRD #1985678
Dual-registered

Dual-registered at WALLINGTON ASSET MANAGEMENT

Experience
24 yrs
States
9
Exams
6
Since
2002
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JG

Jeffrey G Goldwasser

Missouri·CRD #5326619
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey G Knapp

Iowa·CRD #4329846
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Glenn Moormeier

Texas·CRD #1846287
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
38 yrs
States
2
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Glenn West

Florida·CRD #1338684
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Glen Rush

California·CRD #3092736
Dual-registered

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

Experience
24 yrs
States
2
Exams
7
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey Gordon Marcus

Florida·CRD #1174115
Dual-registered

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

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
JG

Jeffrey Gordon Riley

California·CRD #2422564
Dual-registered

Dual-registered at WESTPARK WEALTH ADVISORS, INC.

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Gordon Rupp

Louisiana·CRD #1505247
Dual-registered

Dual-registered at VIEW CAPITAL RIA, LP

Experience
40 yrs
States
3
Exams
10
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JG

Jeffrey Grant Johnson

Maryland·CRD #4249187
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JG

Jeffrey Grant Lenhart

Virginia·CRD #6996375
IA Rep

Investment Adviser Rep at GRAVES LIGHT LENHART

Experience
8 yrs
States
1
Exams
1
Since
2018
Fee
AUM
Minimum
$2.5M
View profile
JG

Jeffrey Greer Thomas

Missouri·CRD #6393510
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JG

Jeffrey Grossman Vaughan

North Carolina·CRD #2388127
Dual-registered

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

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

Jeffrey Guy Adams

Georgia·CRD #2369218
IA Rep

Investment Adviser Rep at GREATMARK INVESTMENT PARTNERS, INC.

Experience
23 yrs
States
1
Exams
1
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JG

Jeffrey Guy Labelle

Florida·CRD #1547518
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
37 yrs
States
1
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey Guy Shelton

Georgia·CRD #4061743
Dual-registered

Dual-registered at CAPITAL SQUARE, LLC

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JG

Jeffrey G. Wimbish

California·CRD #4363647
IA Rep

Investment Adviser Rep at KENSINGTON INVESTMENT COUNSEL

Experience
23 yrs
States
1
Exams
1
Since
2003
Est. fee
AUM
View profile
JH

Jeffrey Harris

Nebraska·CRD #6420430
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
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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