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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 Stephen Casto

Illinois·CRD #3096148
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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JS

Jeffrey Stephen Dabbs

Colorado·CRD #2783445
Dual-registered

Dual-registered at KERCHEVILLE ADVISORS LLC

Experience
18 yrs
States
2
Exams
2
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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JS

Jeffrey Stephen Davis

Florida·CRD #62219
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
52 yrs
States
1
Exams
6
Since
1974
Est. fee
AUM / Hourly / Flat Fee
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JS

Jeffrey Stephen Fidel

California·CRD #4285303
Dual-registered

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

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
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JS

Jeffrey Stephen McHale

Massachusetts·CRD #2998580
Dual-registered

Dual-registered at WEALTH EFFECTS

Experience
25 yrs
States
1
Exams
5
Since
2001
Fee
AUM
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JS

Jeffrey Stephen Ross

Illinois·CRD #405086
IA Rep

Investment Adviser Rep at MAIN STREET INVESTMENT ADVISORS, LLC

Experience
33 yrs
States
1
Exams
7
Since
1993
Est. fee
AUM / Flat Fee
Minimum
$250k
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JS

Jeffrey Stephen Watts

Arizona·CRD #3084412
Dual-registered

Dual-registered at WATTS GWILLIAM & COMPANY, LLC

Experience
22 yrs
States
2
Exams
2
Since
2004
Est. fee
AUM / Flat Fee
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JS

Jeffrey Stephen Weber

Louisiana·CRD #5991292
IA Rep

Investment Adviser Rep at STANCORP INVESTMENT ADVISERS, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM / Flat Fee / Other
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JS

Jeffrey Sterling Rutherford

Massachusetts·CRD #1967010
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JS

Jeffrey Steven Cohen

Illinois·CRD #1448428
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
40 yrs
States
2
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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JS

Jeffrey Steven Dewald

Massachusetts·CRD #1029830
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
3
Exams
5
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Steven Gomer

Rhode Island·CRD #6193141
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Flat Fee
View profile
JS

Jeffrey Steven Kussoy

New York·CRD #832013
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
49 yrs
States
1
Exams
6
Since
1977
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Steven Nome

Indiana·CRD #4634204
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JS

Jeffrey Steven Seltzer

Florida·CRD #1522944
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JS

Jeffrey Steven Weiner

New York·CRD #1079655
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
43 yrs
States
1
Exams
3
Since
1983
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JS

Jeffrey Stewart Nielsen

California·CRD #2332426
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Stone Jr

Arizona·CRD #8133818
Dual-registered

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

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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JS

Jeffrey Strittmatter

Washington·CRD #5598878
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JS

Jeffrey St. Simon

New York·CRD #7806280
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jeffrey Stuart Annis

Florida·CRD #3081533
Dual-registered

Dual-registered at AGW CAPITAL ADVISORS

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Flat Fee / Other
View profile
JS

Jeffrey Stuart Kikoler

Florida·CRD #2847168
Dual-registered

Dual-registered at GOLDEN ROAD ADVISORS LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jeffrey Stuart Kirchner

Connecticut·CRD #2438348
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Stuart Resnick

New Jersey·CRD #2570154
Dual-registered

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

Experience
29 yrs
States
3
Exams
7
Since
1997
Est. fee
AUM / Commission / 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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