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+)
JJ

Jen J Parsons

New Jersey·CRD #4884990
Dual-registered

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

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jenna A Friendly

South Carolina·CRD #7600474
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
JB

Jenna Breslin

Florida·CRD #5384867
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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JC

Jenna Caraccio

New Jersey·CRD #7419265
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jennae Leona Reid

Texas·CRD #5111980
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
JE

Jenna Elizabeth Davis

Alabama·CRD #7841121
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
2 yrs
States
10
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
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JG

Jennafer Getz

California·CRD #6385848
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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JG

Jenna Gatto

Connecticut·CRD #5146409
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
JH

Jenna Hu

New Jersey·CRD #8099509
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jenna Kaye Breon

Maryland·CRD #7259420
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jenna Lee Demoss

Florida·CRD #6873104
Dual-registered

Dual-registered at ASSUREDPARTNERS INVESTMENT ADVISORS

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JL

Jenna Leigh Israni

Massachusetts·CRD #8045035
IA Rep

Investment Adviser Rep at TFC FINANCIAL MANAGEMENT INC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jenna Leigh Rowley

Texas·CRD #7654259
IA Rep

Investment Adviser Rep at S2 FUND MANAGER, LLC

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Performance-based
View profile
JL

Jenna Leigh Sparling

Georgia·CRD #5013847
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
View profile
JL

Jenna L Peth

Florida·CRD #6399651
Dual-registered

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

Experience
10 yrs
States
4
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jenna Lucille Harvey

N/A·CRD #8162642
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
JL

Jenna Lynn Blevins

Texas·CRD #4248484
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jenna Marie Passialis

Illinois·CRD #7144140
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jenna Mary West

Texas·CRD #6967779
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
JM

Jenna Maxine Robin Santos

Texas·CRD #7129161
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JP

Jenna Patterson

N/A·CRD #8166865
IA Rep

Investment Adviser Rep at SACKETT WEALTH ADVISORS, INC.

Experience
1 yrs
Exams
1
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
JR

Jenna Rae Schultz

Florida·CRD #6757364
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JS

Jenna Steinhauer

California·CRD #5830290
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
16 yrs
States
1
Exams
7
Since
2010
Est. fee
AUM / Flat Fee
View profile
JS

Jenna Suzanne Kleine

Nebraska·CRD #7420760
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
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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