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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+)
JT

Jeffrey Todd Dodson

Texas·CRD #2396065
Dual-registered

Dual-registered at CORDA INVESTMENT MANAGEMENT, LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM
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JT

Jeffrey Todd Pierce

Minnesota·CRD #2950440
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JT

Jeffrey Todd Sunsin

Louisiana·CRD #2771342
Dual-registered

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

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
JT

Jeffrey Todd Tamaru

Texas·CRD #8215389
IA Rep

Investment Adviser Rep at MAROON PASS ADVISORS LP

States
1
Since
2026
Fee
AUM
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JT

Jeffrey Toussaint

Texas·CRD #3105626
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Flat Fee / Performance-based
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JT

Jeffrey T Schaberg

Texas·CRD #7284296
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JT

Jeffrey Tso

New York·CRD #4754043
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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JU

Jeffrey Urban

Illinois·CRD #7947257
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
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JV

Jeffrey Valentine St. Claire

California·CRD #3119309
Dual-registered

Dual-registered at BLUME CAPITAL MANAGEMENT, INC.

Experience
12 yrs
States
2
Exams
2
Since
2014
Fee
AUM / Hourly / Flat Fee
Minimum
$2.5M
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JV

Jeffrey Vaughn Rasband

Texas·CRD #3157145
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
JV

Jeffrey Verne Kotikovsky

California·CRD #4644981
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
23 yrs
States
4
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JV

Jeffrey Vieth

California·CRD #454690
Dual-registered

Dual-registered at KNIGHTSBRIDGE WEALTH MANAGEMENT

Experience
33 yrs
States
2
Exams
5
Since
1993
Fee
AUM / Performance-based
Minimum
$500k
View profile
JV

Jeffrey Vincent Desmarais

Connecticut·CRD #5191738
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JV

Jeffrey V Palmese Jr

New York·CRD #4814646
Dual-registered

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

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jeffrey Walker

Illinois·CRD #5579958
Dual-registered

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

Experience
16 yrs
States
1
Exams
6
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jeffrey Walker Weston

California·CRD #6250883
Dual-registered

Dual-registered at TORTUGA WEALTH MANAGEMENT

Experience
13 yrs
States
1
Exams
3
Since
2013
Fee
AUM / Hourly / Flat Fee
View profile
JW

Jeffrey Wall

New Jersey·CRD #2798962
Dual-registered

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

Experience
16 yrs
States
3
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jeffrey Wallace Wold

California·CRD #4500071
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jeffrey Warren Edgbert

Washington·CRD #5908077
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
13 yrs
States
1
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JW

Jeffrey Warren Parkhurst

Texas·CRD #2244855
Dual-registered

Dual-registered at HALCYON GLOBAL ADVISORS

Experience
34 yrs
States
1
Exams
5
Since
1992
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$200k
View profile
JW

Jeffrey Wayne Abramowitz

Colorado·CRD #5017777
Dual-registered

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

Experience
20 yrs
States
4
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jeffrey Wayne Annas

North Carolina·CRD #7381696
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
JW

Jeffrey Wayne Askins

Alabama·CRD #1378301
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
26 yrs
States
9
Exams
3
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
JW

Jeffrey Wayne Cady

Texas·CRD #2131546
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
35 yrs
States
2
Exams
4
Since
1991
Fee
AUM / Other
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 1571 | AdvisorFinder