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+)
JM

Jeffrey Marvin Joy

Ohio·CRD #1821619
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
3
Exams
5
Since
1989
Est. fee
AUM / Flat Fee
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JM

Jeffrey Matthew Marston

Alabama·CRD #4599291
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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JM

Jeffrey Matthew Scofield

California·CRD #2199052
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
34 yrs
States
2
Exams
10
Since
1992
Est. fee
AUM / Flat Fee
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JM

Jeffrey Matthew Valle

New Jersey·CRD #2382198
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
2
Exams
8
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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JM

Jeffrey Maurice Harris

North Carolina·CRD #5798542
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
12 yrs
States
1
Exams
7
Since
2014
Fee
AUM
Minimum
$100k
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JM

Jeffrey Maurice Range

Oregon·CRD #3159517
Dual-registered

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

Experience
27 yrs
States
2
Exams
7
Since
1999
Fee
AUM / Other
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JM

Jeffrey M Bohus

Pennsylvania·CRD #5952887
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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JM

Jeffrey M Bryan

New Jersey·CRD #4395304
Dual-registered

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

Experience
25 yrs
States
3
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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JM

Jeffrey McCabe

New York·CRD #4816478
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
22 yrs
States
1
Exams
4
Since
2004
Fee
AUM / Hourly / Flat Fee / Other
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JM

Jeffrey McCann

California·CRD #6727978
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey McDonald

New Hampshire·CRD #3274273
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jeffrey McGinnity Fitzgerald

Illinois·CRD #4825240
Dual-registered

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

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Mead Burandt

Texas·CRD #2504191
Dual-registered

Dual-registered at WORTH ASSET MANAGEMENT

Experience
32 yrs
States
1
Exams
4
Since
1994
Est. fee
AUM
Minimum
$25k
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JM

Jeffrey Mead Daniels

Louisiana·CRD #1054898
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
23 yrs
States
3
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JM

Jeffrey Mercer Hudson

Georgia·CRD #3234185
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Meyers

California·CRD #3107994
Dual-registered

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

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey M Ferris

New Jersey·CRD #2546901
Dual-registered

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

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey M Gapinski

Utah·CRD #4830208
IA Rep

Investment Adviser Rep at YOUR IA, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey M Geiger

Ohio·CRD #2211650
Dual-registered

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

Experience
34 yrs
States
3
Exams
5
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey M Gorton

Oklahoma·CRD #6000536
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JM

Jeffrey Michael Blomgren

Colorado·CRD #3274458
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
27 yrs
States
1
Exams
3
Since
1999
Fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jeffrey Michael Cardozo

Alabama·CRD #5807786
Dual-registered

Dual-registered at SCARBOROUGH CAPITAL MANAGEMENT

Experience
11 yrs
States
35
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Michael Clifford

Ohio·CRD #4713422
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey Michael Davis

Massachusetts·CRD #2165596
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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