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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+)
JJ

Jeffrey James Cannella

California·CRD #2236889
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
5
Exams
9
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

Jeffrey James Connor Sr.

Tennessee·CRD #7076700
IA Rep

Investment Adviser Rep at QM ADVISORS LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jeffrey James Gritis

Arizona·CRD #4636597
Dual-registered

Dual-registered at BENTLEY FINANCIAL GROUP

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1k
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JJ

Jeffrey James Hartung

Alaska·CRD #6910669
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
8 yrs
States
8
Exams
3
Since
2018
Fee
AUM
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JJ

Jeffrey James Kao

Hawaii·CRD #5215563
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jeffrey James Kustes

Connecticut·CRD #3085529
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
1
Exams
7
Since
2009
Est. fee
AUM / Flat Fee
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JJ

Jeffrey James Lofgren

Florida·CRD #1291760
Dual-registered

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

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. fee
AUM / Commission / Flat Fee
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JJ

Jeffrey James Pearce

Illinois·CRD #1872570
Dual-registered

Dual-registered at VERMILLION FINANCIAL ADVISORS, INC.

Experience
29 yrs
States
1
Exams
3
Since
1997
Fee
AUM / Hourly / Flat Fee
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JJ

Jeffrey James Philipsek

Minnesota·CRD #5255989
Dual-registered

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

Experience
19 yrs
States
1
Exams
8
Since
2007
Fee
AUM / Other
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JJ

Jeffrey James Sawin

California·CRD #6362584
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
11 yrs
States
4
Exams
5
Since
2015
Est. fee
AUM / Flat Fee
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JJ

Jeffrey James Schmeltekopf

Texas·CRD #2056563
Dual-registered

Dual-registered at DEAN, JACOBSON FINANCIAL SERVICES

Experience
36 yrs
States
1
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
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JJ

Jeffrey James Vincent

Massachusetts·CRD #2704182
Dual-registered

Dual-registered at VINCENT WEALTH ADVISORS LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Fee
AUM / Flat Fee
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JJ

Jeffrey James Walker

Florida·CRD #5696654
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
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JJ

Jeffrey James Yost

Ohio·CRD #4359655
Dual-registered

Dual-registered at SJS INVESTMENT SERVICES

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Flat Fee
Minimum
$1.0M
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JJ

Jeffrey Jay Benton

Washington·CRD #2794159
Dual-registered

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

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Other
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JJ

Jeffrey Jay Edman

Iowa·CRD #1633252
Dual-registered

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

Experience
36 yrs
States
4
Exams
8
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey Jay McCauley

Arkansas·CRD #6047735
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey J Budzisz

Wisconsin·CRD #2447344
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
View profile
JJ

Jeffrey J Englert

Pennsylvania·CRD #2399245
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JJ

Jeffrey Jerome Rosencrans

Illinois·CRD #1364767
Dual-registered

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

Experience
41 yrs
States
2
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey J Fedor

New Jersey·CRD #2132032
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey J Heard

Florida·CRD #6195214
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
JJ

Jeffrey J Herr

Florida·CRD #1883795
Dual-registered

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

Experience
38 yrs
States
3
Exams
6
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey J Johnson

Florida·CRD #728593
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
44 yrs
States
2
Exams
4
Since
1982
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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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