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+)
JN

Jeffrey Neil Gaylard

Alaska·CRD #2235636
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JN

Jeffrey Neil Lewis

Ohio·CRD #7840301
IA Rep

Investment Adviser Rep at SJS INVESTMENT SERVICES

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JN

Jeffrey Neil Margolis

California·CRD #8256222
IA Rep

Investment Adviser Rep at CHOREO PARTNER ALLIANCE, LLC

States
13
Exams
1
Since
2026
Fee
Other
View profile
JN

Jeffrey N. Eisfelder

California·CRD #2860100
Dual-registered

Dual-registered at SFE INVESTMENT COUNSEL INC.

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Flat Fee
View profile
JN

Jeffrey Nicholas Lido

Michigan·CRD #4656859
IA Rep

Investment Adviser Rep at ADVANCE CAPITAL MANAGEMENT INC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
View profile
JN

Jeffrey Nichols Allsop

Arizona·CRD #1188753
Dual-registered

Dual-registered at CAPITAL INVESTMENT SERVICES OF AMERICA INC

Experience
35 yrs
States
12
Exams
4
Since
1991
Fee
AUM
Minimum
$500k
View profile
JN

Jeffrey Nichols Wise

Texas·CRD #7922325
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jeffrey Nielsen Jenkins

Nevada·CRD #5818183
Dual-registered

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

Experience
13 yrs
States
2
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jeffrey Nishijima

Texas·CRD #6746625
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly
View profile
JN

Jeffrey Norling Coe

New York·CRD #1190471
Dual-registered

Dual-registered at NEVILLE, RODIE & SHAW INC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
JN

Jeffrey N Weiss

Pennsylvania·CRD #6538534
Dual-registered

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

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JN

Jeffrey N Welty

Colorado·CRD #5207810
Dual-registered

Dual-registered at HEIRLOOM WEALTH MANAGEMENT LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
View profile
JO

Jeffrey Olen Cunningham

Texas·CRD #4414082
Dual-registered

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

Experience
16 yrs
States
1
Exams
7
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jeffrey Ong

Utah·CRD #8214440
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JO

Jeffrey Osteen

Florida·CRD #5410079
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

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

Jeffrey Ottwin Anderson

South Carolina·CRD #2139689
Dual-registered

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

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
JO

Jeffrey Owen Borman

West Virginia·CRD #5985262
Dual-registered

Dual-registered at AXXCESS WEALTH MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JO

Jeffrey Owen Duckworth

North Carolina·CRD #7165124
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey Park

Georgia·CRD #6915077
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey Parker Appel

Connecticut·CRD #3273898
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
View profile
JP

Jeffrey Patrick Euting

Connecticut·CRD #3242133
Dual-registered

Dual-registered at CGN ADVISORS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
JP

Jeffrey Patrick Harrison

Connecticut·CRD #5335844
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jeffrey Patrick Hobert

California·CRD #6451659
IA Rep

Investment Adviser Rep at CENTAURUS FINANCIAL, INC.

Experience
11 yrs
States
6
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JP

Jeffrey Patrick Roseman

Missouri·CRD #6296481
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
12 yrs
States
1
Exams
8
Since
2014
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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 1561 | AdvisorFinder