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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+)
JS

Jeffrey Scott Naylor

New York·CRD #2788601
IA Rep

Investment Adviser Rep at VALICENTI ADVISORY SERVICES INC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly
View profile
JS

Jeffrey Scott Paris

California·CRD #1363605
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
31 yrs
States
9
Exams
5
Since
1995
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
JS

Jeffrey Scott Pavlik

Illinois·CRD #2115131
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

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

Jeffrey Scott Peller

Georgia·CRD #4407861
IA Rep

Investment Adviser Rep at SAVVY

Experience
19 yrs
States
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JS

Jeffrey Scott Powell

Pennsylvania·CRD #6561244
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JS

Jeffrey Scott Rhineheart

Georgia·CRD #7371361
IA Rep

Investment Adviser Rep at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM
View profile
JS

Jeffrey Scott Russitano Sr

Connecticut·CRD #7118041
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JS

Jeffrey Scott Schulz

Florida·CRD #5470980
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
8 yrs
States
3
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Scott Vogel

New York·CRD #3068529
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jeffrey Scott Weathers

Texas·CRD #4176991
IA Rep

Investment Adviser Rep at GUIDESTONE ADVISORS

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
JS

Jeffrey Scott West

Michigan·CRD #2425225
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Scott Williams

Indiana·CRD #4268719
Dual-registered

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

Experience
26 yrs
States
3
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Seth Jacobson

Connecticut·CRD #2236545
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Flat Fee
View profile
JS

Jeffrey Shane Sullivan

Colorado·CRD #8074491
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
JS

Jeffrey Sherburne Adams

California·CRD #2712051
Dual-registered

Dual-registered at ADAMS ASHBY FINANCIAL ADVISORS

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM
View profile
JS

Jeffrey Sloan Duncan

California·CRD #2149836
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
2
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Spencer Sargent

Connecticut·CRD #2167467
Dual-registered

Dual-registered at STANSBERRY ASSET MANAGEMENT, LLC

Experience
26 yrs
States
2
Exams
11
Since
2000
Est. fee
AUM
Minimum
$500k
View profile
JS

Jeffrey S Simet

Maryland·CRD #7897471
Dual-registered

Dual-registered at VERDENCE CAPITAL ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey S Skelly

Connecticut·CRD #2457638
Dual-registered

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

Experience
32 yrs
States
3
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey S Spencer

Michigan·CRD #5389017
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey S Stewart

Texas·CRD #6836633
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Steinberg

Florida·CRD #2610793
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

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

Jeffrey Stenhouse

Texas·CRD #7361248
IA Rep

Investment Adviser Rep at MCKINLEY CARTER WEALTH SERVICES, INC.

Experience
5 yrs
States
2
Exams
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Stephan Scheithe

Florida·CRD #1356047
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
3
Exams
5
Since
1985
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.

Financial Advisors - Page 1568 | AdvisorFinder