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+)
JR

Jeffrey R Stubbs

Texas·CRD #4090267
Dual-registered

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

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey Rueber

Minnesota·CRD #3124613
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Fee
AUM / Flat Fee / Other
View profile
JR

Jeffrey Rushworth Hill

Connecticut·CRD #1932790
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
3
Exams
6
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Russell Coyner

Illinois·CRD #1989908
Dual-registered

Dual-registered at VIA IV INVESTMENTS, LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Performance-based / Other
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JR

Jeffrey Russell Kelley

Louisiana·CRD #1527322
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
39 yrs
States
3
Exams
8
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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JR

Jeffrey R Wiedmann

Connecticut·CRD #5918458
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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JR

Jeffrey Ryan Alfonso

New York·CRD #6589547
Dual-registered

Dual-registered at DOMINARI SECURITIES LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Fee
AUM
Minimum
$10.0M
View profile
JR

Jeffrey Ryan Bell

Ohio·CRD #4197924
Dual-registered

Dual-registered at CONSOLIDATED FINANCIAL

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JR

Jeffrey Ryan Burke

New York·CRD #4849507
Dual-registered

Dual-registered at COMPASS ADVISORS

Experience
7 yrs
States
1
Exams
5
Since
2019
Fee
AUM / Hourly / Flat Fee
View profile
JR

Jeffrey Ryan Byrnes

Maryland·CRD #6346126
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jeffrey Ryan Chun

California·CRD #4091318
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JR

Jeffrey Ryan English

Ohio·CRD #6657362
IA Rep

Investment Adviser Rep at FOSTER & MOTLEY INC

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
JR

Jeffrey Ryan Hill

Missouri·CRD #7226028
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
JR

Jeffrey Ryan Powell

Florida·CRD #4937764
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
21 yrs
States
11
Exams
3
Since
2005
Est. fee
AUM
Minimum
$50k
View profile
JR

Jeffrey Ryan Shenkman

Florida·CRD #5512896
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Salton

New Jersey·CRD #5357429
Dual-registered

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

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Sawyer Nicholson

Tennessee·CRD #8035642
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey S Ballek

Minnesota·CRD #2361063
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey S Bard

New Mexico·CRD #4395297
Dual-registered

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

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

Jeffrey Scharpf

Connecticut·CRD #1617346
Dual-registered

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

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Schmidt

N/A·CRD #3001828
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
13 yrs
Exams
4
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JS

Jeffrey Scott

New Jersey·CRD #7639543
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Scott Alderfer

Florida·CRD #4959504
IA Rep

Investment Adviser Rep at BASTION FIDUCIARY

Experience
20 yrs
States
3
Exams
1
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Scott Anderson

Nebraska·CRD #2896908
Dual-registered

Dual-registered at WEALTH ADVISORS NETWORK, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Other
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.

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