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+)
JB

Jennifer Brochu Groulx

Florida·CRD #3243862
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
JB

Jennifer Brooke Frazier

Texas·CRD #4685965
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
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JB

Jennifer Brooks Hill

Maryland·CRD #5753954
IA Rep

Investment Adviser Rep at INNOVATIVE WEALTH BUILDING LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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JB

Jennifer Broyhill Morehead

North Carolina·CRD #6405661
Dual-registered

Dual-registered at UWHARRIE INVESTMENT ADVISORS, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$100k
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JB

Jennifer Brucato

Connecticut·CRD #6851060
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
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JB

Jennifer B Thorne

Ohio·CRD #2916768
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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JC

Jennifer Cage Dougherty

Illinois·CRD #5385030
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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JC

Jennifer Caldiero

New York·CRD #6881010
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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JC

Jennifer Campbell Nix

Texas·CRD #6210433
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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JC

Jennifer Cardak Shalhoub

New Jersey·CRD #5947928
Dual-registered

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

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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JC

Jennifer Cardinale

Pennsylvania·CRD #6020619
Dual-registered

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

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

Jennifer Carey Trowbridge

Ohio·CRD #3000281
Dual-registered

Dual-registered at REDTREE INVESTMENT GROUP

Experience
19 yrs
States
1
Exams
2
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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JC

Jennifer Carranza

California·CRD #4327609
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jennifer Catherine Sheffler

Florida·CRD #7223917
IA Rep

Investment Adviser Rep at MARCHAND FARIES FINANCIAL MANAGEMENT, INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM
View profile
JC

Jennifer Catherine Wynn

Texas·CRD #2247849
Dual-registered

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

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jennifer C Duggan

California·CRD #2878773
Dual-registered

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

Experience
21 yrs
States
3
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jennifer Cerra Vawter

Florida·CRD #5199821
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jennifer C. Hart

California·CRD #3020504
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
27 yrs
States
4
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JC

Jennifer Christine Dagnal

Pennsylvania·CRD #6849372
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JC

Jennifer Christine Kary

Connecticut·CRD #6968984
Dual-registered

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

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

Jennifer Clark Baskerville

Alabama·CRD #4419111
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JC

Jennifer Cody

Florida·CRD #7213758
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jennifer Collier Street

Massachusetts·CRD #4914254
Dual-registered

Dual-registered at CLARO ADVISORS INC.

Experience
21 yrs
States
1
Exams
4
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
JC

Jennifer Collins Sherman

Colorado·CRD #7272688
IA Rep

Investment Adviser Rep at TRAIL RIDGE INVESTMENT ADVISORS, LLC

Experience
6 yrs
States
2
Since
2020
Fee
AUM / Hourly / 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.

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