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+)
JS

Jeffrey Scott Arnold

California·CRD #3034274
Dual-registered

Dual-registered at IMPACTFOLIO LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
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JS

Jeffrey Scott Bogdanovich

Alabama·CRD #7679235
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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JS

Jeffrey Scott Brannen

Texas·CRD #4019243
Dual-registered

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

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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JS

Jeffrey Scott Bridge

Colorado·CRD #2613447
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
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JS

Jeffrey Scott Canfield Jr

Nebraska·CRD #5722413
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
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JS

Jeffrey Scott Cavett

Texas·CRD #7775459
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee
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JS

Jeffrey Scott Chassereau

South Carolina·CRD #4017334
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
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JS

Jeffrey Scott Cheesman

Indiana·CRD #1036692
Dual-registered

Dual-registered at CAPITAL CITIES INVESTMENTS

Experience
15 yrs
States
1
Exams
6
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$250k
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JS

Jeffrey Scott Doty

New York·CRD #2358312
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
View profile
JS

Jeffrey Scott Dunn Jr

Texas·CRD #6430784
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
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JS

Jeffrey Scott Elvander

California·CRD #4898447
Dual-registered

Dual-registered at FLEXPATH STRATEGIES

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

Jeffrey Scott Fortson

Georgia·CRD #2067313
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
3
Exams
7
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Scott Grinspoon

Florida·CRD #3071549
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jeffrey Scott Hanshaw

Texas·CRD #1092652
Dual-registered

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

Experience
43 yrs
States
1
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Scott Hanson

California·CRD #2044884
Dual-registered

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

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Scott Kittrell

North Carolina·CRD #1431757
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Scott Krall

Pennsylvania·CRD #2651173
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
30 yrs
States
1
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Scott Krein

Ohio·CRD #1109786
Dual-registered

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

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Scott Larkin

Colorado·CRD #2425890
IA Rep

Investment Adviser Rep at FINANCIAL SECURITY MANAGEMENT, INC

Experience
33 yrs
States
2
Exams
3
Since
1993
Est. fee
AUM / Hourly
View profile
JS

Jeffrey Scott Larson

Missouri·CRD #4836889
Dual-registered

Dual-registered at 25 FINANCIAL

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
JS

Jeffrey Scott Legband

Nebraska·CRD #4811862
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jeffrey Scott Lohmeier

Mississippi·CRD #4216152
Dual-registered

Dual-registered at BANKPLUS WEALTH ADVISORS

Experience
23 yrs
States
2
Exams
3
Since
2003
Fee
AUM
View profile
JS

Jeffrey Scott Lukowiak

Texas·CRD #6254127
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Scott McCulloch

California·CRD #4232179
Dual-registered

Dual-registered at CASCADE FINANCIAL PARTNERS, LLC

Experience
25 yrs
States
2
Exams
2
Since
2001
Est. fee
AUM
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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