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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 L. Gordon

Rhode Island·CRD #4346932
IA Rep

Investment Adviser Rep at SLOCUM, GORDON & CO. LLP

Experience
31 yrs
States
2
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Little

New York·CRD #6804406
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey L Jacobs

California·CRD #5560484
IA Rep

Investment Adviser Rep at PALISADE WEALTH MANAGEMENT

Experience
18 yrs
States
2
Exams
1
Since
2008
Est. fee
AUM
View profile
JL

Jeffrey Lloyd Gibbens

Pennsylvania·CRD #1482752
IA Rep

Investment Adviser Rep at REGAL INVESTMENT ADVISORS LLC

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JL

Jeffrey Lloyd Kraft

Nebraska·CRD #4712208
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JL

Jeffrey L Miller

Colorado·CRD #2812922
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jeffrey L Nova

Florida·CRD #2550362
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
JL

Jeffrey Loren Haxton

Florida·CRD #5756656
Dual-registered

Dual-registered at SGROI WEALTH ADVISORY GROUP LLC

Experience
16 yrs
States
5
Exams
5
Since
2010
Fee
AUM
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JL

Jeffrey Louis Hyman

Florida·CRD #2045152
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Flat Fee
View profile
JL

Jeffrey Louis Mantoani

California·CRD #2900990
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
28 yrs
States
1
Exams
9
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JL

Jeffrey Louis Marchitto

Florida·CRD #4390054
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jeffrey Louis Pettiford

Ohio·CRD #3225642
Dual-registered

Dual-registered at FORT WASHINGTON INVESTMENT ADVISORS INC

Experience
19 yrs
States
1
Exams
6
Since
2007
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JL

Jeffrey Louis Wolf

Connecticut·CRD #3252497
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey L Rosenzweig

California·CRD #4271763
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey L Slavich

Pennsylvania·CRD #4274483
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jeffrey L Trause

New Jersey·CRD #2746391
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
2
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Lucas

Minnesota·CRD #6890410
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee
View profile
JL

Jeffrey Luke Marcum

California·CRD #7487339
Dual-registered

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

Experience
4 yrs
States
3
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Lyle Blackburn

Kentucky·CRD #2787649
Dual-registered

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

Experience
30 yrs
States
1
Exams
6
Since
1996
Fee
AUM / Other
View profile
JL

Jeffrey Lyle Thomas Lynn

Texas·CRD #6065339
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Lynn Augspurger

Illinois·CRD #1882111
Dual-registered

Dual-registered at STRONG RETIREMENT SOLUTIONS

Experience
24 yrs
States
1
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Lynn Barker

North Carolina·CRD #1907737
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
JL

Jeffrey Lynn Bryan

Missouri·CRD #1433823
Dual-registered

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

Experience
36 yrs
States
3
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jeffrey Lynn Burgess

Texas·CRD #5179669
Dual-registered

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

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Commission / 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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