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+)
JL

Jeffrey Lynn Collins

North Carolina·CRD #2230717
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jeffrey Lynn Green

Minnesota·CRD #1400269
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jeffrey Lynn Kaylor

California·CRD #7902888
IA Rep

Investment Adviser Rep at NOBLE WEALTH MANAGEMENT, INC.

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
JL

Jeffrey Lynn Munster

California·CRD #717492
Dual-registered

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

Experience
46 yrs
States
2
Exams
7
Since
1980
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Makio Ogata

California·CRD #8216508
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Marc Chernoff

Florida·CRD #5832644
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey Marc Golden

New York·CRD #2244458
Dual-registered

Dual-registered at CIRCLE ADVISERS INC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Marc Haller

Maine·CRD #5203101
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JM

Jeffrey Marc Harris Mr.

New Hampshire·CRD #855917
IA Rep

Investment Adviser Rep at JMH WEALTH MANAGEMENT, LLC

Experience
22 yrs
States
3
Since
2004
Fee
AUM
Minimum
$750k
View profile
JM

Jeffrey Marc Mandell

New Jersey·CRD #4262799
Dual-registered

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

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

Jeffrey Mark Christenat

Texas·CRD #2298832
Dual-registered

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

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

Jeffrey Mark Jaskol

New Jersey·CRD #1099152
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
JM

Jeffrey Mark Langer

New Jersey·CRD #2717961
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Marko

Michigan·CRD #5994927
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey Markovitch

New Jersey·CRD #6476559
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Mark Ring

Maryland·CRD #1769000
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Mark Spencer

Michigan·CRD #1124264
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Marlin Phillips

North Carolina·CRD #1492362
Dual-registered

Dual-registered at BLUEPRINT FINANCIAL ADVISORS

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Hourly
View profile
JM

Jeffrey Marshall Wadsworth

Maryland·CRD #2272134
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JM

Jeffrey Martin Deuel

California·CRD #2579968
Dual-registered

Dual-registered at SUPREME ALLIANCE LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JM

Jeffrey Martin Olson

Minnesota·CRD #4219601
Dual-registered

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

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Martin Tabman

New York·CRD #2456989
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Martin Wester

Florida·CRD #6228548
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
12 yrs
States
5
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey Martin Winter

Arizona·CRD #3259009
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 1557 | AdvisorFinder