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 Michael Thure

California·CRD #2687213
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Hourly
View profile
JM

Jeffrey Michael Toner

Illinois·CRD #1328390
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
41 yrs
States
1
Exams
9
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
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JM

Jeffrey Michael Truchon

Maine·CRD #6687105
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
10 yrs
States
2
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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JM

Jeffrey Michael Welsh

Connecticut·CRD #2281625
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
2
Exams
7
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jeffrey Michael White

North Carolina·CRD #2139762
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
30 yrs
States
1
Exams
8
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey Michael Zemito Jr

Florida·CRD #2882027
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
29 yrs
States
4
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JM

Jeffrey Miles Boyarsky

New Jersey·CRD #868762
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
47 yrs
States
1
Exams
9
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Miller Bentley

Texas·CRD #6679536
Dual-registered

Dual-registered at LGT FINANCIAL ADVISORS LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey M Inglis

California·CRD #7850915
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Mitchell Lang

California·CRD #2512108
Dual-registered

Dual-registered at SENESCHAL FAMILY OFFICE

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

Jeffrey M Langlois

Rhode Island·CRD #5440501
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jeffrey Morgan Mason

California·CRD #4317565
Dual-registered

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

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

Jeffrey M Rossmann II

Texas·CRD #8188492
IA Rep

Investment Adviser Rep at CENTENNIAL ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
View profile
JM

Jeffrey M Sirkin

Texas·CRD #8194185
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 M Stirling

North Carolina·CRD #6057922
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JM

Jeffrey M Sussman

Connecticut·CRD #725498
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
2
Exams
4
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jeffrey M Swarts

Kansas·CRD #5011169
Dual-registered

Dual-registered at VETA INVESTMENT PARTNERS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
View profile
JM

Jeffrey Murry

Texas·CRD #5649127
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jeffrey Myles Newton

California·CRD #2176966
Dual-registered

Dual-registered at ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

Experience
34 yrs
States
3
Exams
8
Since
1992
Est. fee
AUM
View profile
JN

Jeffrey Nathan Gladstein

Ohio·CRD #2078716
Dual-registered

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

Experience
36 yrs
States
2
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jeffrey Nat Mehler

Connecticut·CRD #2766229
IA Rep

Investment Adviser Rep at JEFFREY N. MEHLER, CFP LLC

Experience
21 yrs
States
2
Exams
1
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jeffrey N Bolling

North Carolina·CRD #3089030
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JN

Jeffrey Neal Berman

Maryland·CRD #3081582
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JN

Jeffrey Neil Chapman

North Carolina·CRD #3233206
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
24 yrs
States
1
Exams
4
Since
2002
Fee
AUM
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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