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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 Robert Mahoney

Minnesota·CRD #5333809
Dual-registered

Dual-registered at VAN CLEMENS WEALTH MANAGEMENT, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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JR

Jeffrey Robert Mason

New Hampshire·CRD #322246
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
49 yrs
States
2
Exams
4
Since
1977
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Robert Reynolds

Delaware·CRD #5547469
Dual-registered

Dual-registered at FINANCIAL COUNCIL, LLC

Experience
15 yrs
States
5
Exams
3
Since
2011
Est. fee
AUM
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JR

Jeffrey Robert Ritter

Indiana·CRD #1862979
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
1
Exams
7
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jeffrey Robert Seewald

Florida·CRD #5239662
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JR

Jeffrey Robert Snodgrass

Missouri·CRD #5501229
IA Rep

Investment Adviser Rep at WEDMONT PRIVATE CAPITAL

Experience
17 yrs
States
2
Exams
1
Since
2009
Est. fee
Flat Fee
Minimum
$1.0M
View profile
JR

Jeffrey Robert Tyler

California·CRD #1256151
Dual-registered

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

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
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JR

Jeffrey Robert Utterback

Ohio·CRD #4793105
Dual-registered

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

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
JR

Jeffrey Robert Vanremmen

New York·CRD #1450135
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
1
Exams
3
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Robert Walkup

Ohio·CRD #2211237
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Rodgers Flaherty

California·CRD #5804014
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey Rodvien

California·CRD #4211972
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Flat Fee
View profile
JR

Jeffrey Roland Beaulieu

California·CRD #2580227
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Roland Sells

Minnesota·CRD #2913248
IA Rep

Investment Adviser Rep at MHS ADVISORY SERVICES, LLC

Experience
29 yrs
States
1
Exams
3
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jeffrey Rolles

New York·CRD #8024707
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Ronald Kautz

Illinois·CRD #2704948
Dual-registered

Dual-registered at HUNTER CAPITAL MANAGEMENT

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Performance-based
Minimum
$25k
View profile
JR

Jeffrey Ronald Susskind

New Jersey·CRD #1898495
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
3
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Ross Halpert

Alabama·CRD #2072459
Dual-registered

Dual-registered at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Experience
35 yrs
States
6
Exams
11
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JR

Jeffrey Rouk James

Oklahoma·CRD #3210356
Dual-registered

Dual-registered at FOURPATH CAPITAL MANAGEMENT, LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JR

Jeffrey Roy Schuur

Arizona·CRD #2391965
Dual-registered

Dual-registered at OAKWOOD CAPITAL, INC.

Experience
33 yrs
States
7
Exams
5
Since
1993
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
JR

Jeffrey R Reemer

Texas·CRD #5006846
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
JR

Jeffrey R Rezza

Illinois·CRD #2735876
Dual-registered

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

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey R Schulte

Florida·CRD #1242009
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
40 yrs
States
3
Exams
3
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JR

Jeffrey R Small

Oklahoma·CRD #4199588
Dual-registered

Dual-registered at TRINITY STRATEGIC WEALTH

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$25k
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.

Financial Advisors - Page 1565 | AdvisorFinder