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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+)
JL

Jeffrey Laurence Griffin

Connecticut·CRD #2540040
Dual-registered

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

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Laurence Perry

Michigan·CRD #7025848
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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JL

Jeffrey Lawrence Annello

Connecticut·CRD #5839129
Dual-registered

Dual-registered at SAGEBROADVIEW WEALTH MANAGEMENT, LLC

Experience
9 yrs
States
3
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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JL

Jeffrey Lawrence Gibbons

Iowa·CRD #1966106
Dual-registered

Dual-registered at RIA ADVISORY GROUP, LLC

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM
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JL

Jeffrey Lawrence Mueller

Colorado·CRD #4421457
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
27 yrs
States
2
Since
1999
Fee
AUM / Hourly / Flat Fee / Performance-based
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JL

Jeffrey Lawrence Pierce

Wisconsin·CRD #6105421
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
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JL

Jeffrey Lee Collyer

California·CRD #6666450
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Other
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JL

Jeffrey Lee Corliss

Connecticut·CRD #1649445
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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

Jeffrey Lee Farni

Texas·CRD #204631
IA Rep

Investment Adviser Rep at QUANTITATIVE ASSET MANAGEMENT, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM
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JL

Jeffrey Lee Foreman

Georgia·CRD #2757587
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JL

Jeffrey Lee Gammill

Tennessee·CRD #1694470
Dual-registered

Dual-registered at CHICKASAW CAPITAL MANAGEMENT, LLC

Experience
36 yrs
States
1
Exams
11
Since
1990
Est. fee
AUM / Commission / Performance-based
Minimum
$1.0M
View profile
JL

Jeffrey Lee Garcia

Connecticut·CRD #6977395
Dual-registered

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

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Lee Hertel

Ohio·CRD #8232499
IA Rep

Investment Adviser Rep at NORTH POINT PORTFOLIO MANAGERS CORPORATION

States
1
Since
2026
Est. fee
AUM
View profile
JL

Jeffrey Lee Japel

North Dakota·CRD #5325905
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Lee Just

Wisconsin·CRD #4178560
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jeffrey Lee McCain

Texas·CRD #5281987
Dual-registered

Dual-registered at TRINITY PORTFOLIO ADVISORS, LLC

Experience
19 yrs
States
1
Exams
2
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$8k
View profile
JL

Jeffrey Lee Oetting

Illinois·CRD #2787939
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jeffrey Lee Speight Jr

Connecticut·CRD #2772688
Dual-registered

Dual-registered at DIAMANT ASSET MANAGEMENT, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
View profile
JL

Jeffrey Lee Upchurch

Texas·CRD #1630910
Dual-registered

Dual-registered at &PARTNERS

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JL

Jeffrey Lee White

Florida·CRD #1766432
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
4
Exams
8
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jeffrey Leon Leedy

Florida·CRD #3266362
Dual-registered

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

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Leroy Murphy

Idaho·CRD #2321676
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Lewis Brady

Colorado·CRD #8226026
Dual-registered

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

States
2
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Lewis Green

Tennessee·CRD #7060347
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
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.

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