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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+)
JR

Jeffrey Raymond Linska

Michigan·CRD #1360845
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jeffrey Raymond Seiter

Georgia·CRD #6849883
IA Rep

Investment Adviser Rep at STRATEGIC BLUEPRINT, LLC

Experience
8 yrs
States
3
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
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JR

Jeffrey Rayner Mase

Florida·CRD #4324790
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jeffrey R Canfield

New Jersey·CRD #5014399
Dual-registered

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

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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JR

Jeffrey Redfield Bonynge

Michigan·CRD #7024213
Dual-registered

Dual-registered at SECURE ASSET MANAGEMENT, L.L.C.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee / Other
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JR

Jeffrey Reed Wagner

New York·CRD #4726201
Dual-registered

Dual-registered at LVW ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee / Other
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JR

Jeffrey Render Mullens

Florida·CRD #7044229
IA Rep

Investment Adviser Rep at COMPOUND FAMILY OFFICES, LLC

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM
Minimum
$10.0M
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JR

Jeffrey R Froman

Illinois·CRD #5222354
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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JR

Jeffrey R Holley

Missouri·CRD #5664972
Dual-registered

Dual-registered at DETALUS ADVISORS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
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JR

Jeffrey Rhymer

Indiana·CRD #4955273
Dual-registered

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

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey Richard Brown

Illinois·CRD #6250975
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
12 yrs
States
1
Exams
2
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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JR

Jeffrey Richard Connolly

New York·CRD #5990424
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Richard Hoenle

Michigan·CRD #5448561
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
JR

Jeffrey Richard Knight

Florida·CRD #1241471
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
42 yrs
States
1
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Richard Olson

Iowa·CRD #1971512
Dual-registered

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

Experience
36 yrs
States
2
Exams
7
Since
1990
Fee
AUM / Other
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JR

Jeffrey Richard Walker

New Jersey·CRD #4556832
Dual-registered

Dual-registered at THRIVE CAPITAL MANAGEMENT, LLC

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Hourly
View profile
JR

Jeffrey Richart Geygan

South Carolina·CRD #1705630
Dual-registered

Dual-registered at GLOBAL VALUE INVESTMENT CORPORATION

Experience
23 yrs
States
3
Exams
5
Since
2003
Est. fee
AUM / Performance-based
Minimum
$1.0M
View profile
JR

Jeffrey R McIntire

New Jersey·CRD #5870271
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Robert Cardenas

Wisconsin·CRD #4222596
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Robert Fazio

Connecticut·CRD #1722730
Dual-registered

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

Experience
37 yrs
States
3
Exams
7
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey Robert Hackbarth

California·CRD #5481113
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Robert Hyman

Connecticut·CRD #5764606
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
3
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
View profile
JR

Jeffrey Robert Jones

Illinois·CRD #7516022
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
View profile
JR

Jeffrey Robert Klein

Massachusetts·CRD #2509218
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

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