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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+)
JP

Jeffrey Paul Stier

Minnesota·CRD #6371833
IA Rep

Investment Adviser Rep at RIA ADVISORY GROUP, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM
View profile
JP

Jeffrey Paul Trombetta

Florida·CRD #2189183
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
3
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JP

Jeffrey Paul Warnock

California·CRD #1458833
Dual-registered

Dual-registered at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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JP

Jeffrey Paul Wrabel

Pennsylvania·CRD #2554889
Dual-registered

Dual-registered at ETHOS FINANCIAL GROUP, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
JP

Jeffrey P Doughty

Texas·CRD #6490742
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey Peter Levesque

Ohio·CRD #2190648
Dual-registered

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

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
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JP

Jeffrey Peyton Wildermuth

Pennsylvania·CRD #3142216
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
JP

Jeffrey Philip Bearance

Michigan·CRD #4231790
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jeffrey Phillip Diehl

Wisconsin·CRD #1525156
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JP

Jeffrey Phillip Dillon

Michigan·CRD #4519496
IA Rep

Investment Adviser Rep at DILLON & ASSOCIATES INC

Experience
23 yrs
States
2
Exams
1
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
JP

Jeffrey Phillip Neumann

Illinois·CRD #6119347
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
View profile
JP

Jeffrey Phillips

Florida·CRD #4319983
Dual-registered

Dual-registered at REHMANN WEALTH

Experience
24 yrs
States
4
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JP

Jeffrey Phillip Schober

Kansas·CRD #6439581
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jeffrey Pierce Atchison

Texas·CRD #5875146
IA Rep

Investment Adviser Rep at SAGEGUARD FINANCIAL GROUP, LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jeffrey Polanco

New York·CRD #6146571
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jeffrey P Phipps II

Florida·CRD #2541745
Dual-registered

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

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey P Phipps Sr

N/A·CRD #362877
Dual-registered

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

Experience
21 yrs
Exams
12
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey P Renelt

New York·CRD #1779504
Dual-registered

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

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jeffrey P Schmitt

Pennsylvania·CRD #1905813
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
7
Since
1989
Est. fee
AUM / Flat Fee
View profile
JP

Jeffrey P Thompson

Ohio·CRD #6374703
Dual-registered

Dual-registered at HERITAGE WEALTH ADVISORS

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
View profile
JR

Jeffrey Ralph Motske

California·CRD #1881444
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
38 yrs
States
2
Exams
8
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Ransenberg

California·CRD #3140876
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
JR

Jeffrey Raymond Cordell

Georgia·CRD #5024603
IA Rep

Investment Adviser Rep at IFG ADVISORY, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Raymond Jacobson

Florida·CRD #3060152
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
4
Exams
7
Since
1998
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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