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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 Jon Zimmer

New Jersey·CRD #4374492
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

Jeffrey Joseph Arburn

California·CRD #1475817
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

Jeffrey Joseph Chahine

Ohio·CRD #4887078
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

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

Jeffrey Joseph Harrington

Massachusetts·CRD #6992226
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
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JJ

Jeffrey Joseph Henry Devine

Florida·CRD #5277039
IA Rep

Investment Adviser Rep at COMPOUND FAMILY OFFICES, LLC

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM
Minimum
$10.0M
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JJ

Jeffrey Joseph Hostenske

California·CRD #7113259
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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JJ

Jeffrey Joseph Johnson

Iowa·CRD #2312446
IA Rep

Investment Adviser Rep at CALTON & ASSOCIATES, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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JJ

Jeffrey Joseph Loehr

Colorado·CRD #5841661
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
15 yrs
States
2
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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JJ

Jeffrey Joseph McDonald

Florida·CRD #1827242
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
34 yrs
States
1
Exams
5
Since
1992
Fee
AUM / Hourly / Flat Fee / Other
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JJ

Jeffrey Joseph Moseley

Washington·CRD #6210847
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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JJ

Jeffrey Joseph Myers

California·CRD #3154149
Dual-registered

Dual-registered at COMPASS ADVISORS

Experience
5 yrs
States
4
Exams
4
Since
2021
Fee
AUM / Hourly / Flat Fee
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JJ

Jeffrey Joseph Oprondek

Illinois·CRD #1981965
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
1
Exams
4
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JJ

Jeffrey Joseph Sams

Minnesota·CRD #4783981
Dual-registered

Dual-registered at NORTHLAND ASSET MANAGEMENT

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
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JJ

Jeffrey Joseph Schultz

Oregon·CRD #3276582
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
27 yrs
States
1
Exams
3
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
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JJ

Jeffrey Joseph Scrimenti

Arizona·CRD #1451945
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
34 yrs
States
5
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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JJ

Jeffrey Joseph Westheimer

California·CRD #5460398
Dual-registered

Dual-registered at LIDO

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JJ

Jeffrey J Papa

New York·CRD #3251824
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JJ

Jeffrey J. Pawlik

New Jersey·CRD #2559963
Dual-registered

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

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey J Rockefeller

Florida·CRD #4409802
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JJ

Jeffrey J Sharer

Pennsylvania·CRD #843487
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Other
View profile
JJ

Jeffrey Jules Capone

Connecticut·CRD #5167455
IA Rep

Investment Adviser Rep at FIDUCIENT ADVISORS LLC

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Flat Fee / Performance-based
View profile
JJ

Jeffrey J Wilson

Florida·CRD #2980818
Dual-registered

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

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jeffrey Jyhchen Cheng

California·CRD #2616991
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JK

Jeffrey Kapral Mestmaker

California·CRD #5026410
Dual-registered

Dual-registered at MESTMAKER & PETREY WEALTH ADVISORS

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / 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 1553 | AdvisorFinder