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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 Stuart Schoenfeld

New Jersey·CRD #2023242
Dual-registered

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

Experience
36 yrs
States
3
Exams
5
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jeffrey Swartzentruber

Ohio·CRD #2059935
Dual-registered

Dual-registered at &PARTNERS

Experience
35 yrs
States
1
Exams
10
Since
1991
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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JS

Jeffrey S Westsmith

California·CRD #5147856
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
19 yrs
States
10
Exams
6
Since
2007
Est. fee
AUM / Flat Fee
View profile
JT

Jeffrey Tate Marshall

Texas·CRD #2700888
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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JT

Jeffrey Taylor Pierce

Washington·CRD #6870056
IA Rep

Investment Adviser Rep at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
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JT

Jeffrey Terrence Graff

Illinois·CRD #5400355
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jeffrey Terry

New York·CRD #7615631
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
View profile
JT

Jeffrey Thomas Abelli

Texas·CRD #4672511
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Fee
AUM / Flat Fee / Performance-based
View profile
JT

Jeffrey Thomas Beebe

New Jersey·CRD #2365629
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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JT

Jeffrey Thomas Converse Jr

New York·CRD #5686771
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
15 yrs
States
1
Exams
7
Since
2011
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JT

Jeffrey Thomas Gelormini

New York·CRD #5923514
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jeffrey Thomas Harold Dekko

Colorado·CRD #4648018
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JT

Jeffrey Thomas Higgins

Texas·CRD #2267524
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
34 yrs
States
1
Exams
7
Since
1992
Fee
AUM / Hourly / Flat Fee / Other
View profile
JT

Jeffrey Thomas Jennings

California·CRD #4684352
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
7
Since
2003
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
JT

Jeffrey Thomas Kuhn

California·CRD #7260081
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jeffrey Thomas McClean

Utah·CRD #6986069
Dual-registered

Dual-registered at SOLIDARITY WEALTH, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee / Subscription
Minimum
$5.0M
View profile
JT

Jeffrey Thomas Milostan

Illinois·CRD #7679251
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
View profile
JT

Jeffrey Thomas Willard

Florida·CRD #4171367
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Jeffrey Thomas Young

Colorado·CRD #2936915
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JT

Jeffrey Thompson

New Mexico·CRD #6000842
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
JT

Jeffrey Tindall

Maryland·CRD #5153806
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
JT

Jeffrey Ting

California·CRD #2969393
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
View profile
JT

Jeffrey Todd Brimhall

Texas·CRD #5973171
IA Rep

Investment Adviser Rep at SAVVY

Experience
15 yrs
States
2
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
JT

Jeffrey Todd Chado

Florida·CRD #6087703
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
3
Since
2012
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.

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