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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Yulia DanceLake Mary, FLJackson Wealth Management, LLC +1 moreAdviser onlyCFP, CFAAtlas2021
2Ashley HendersonLake Mary, FLJackson Wealth Management, LLC +1 moreAdviser only–Atlas2022
3George P. JacksonLake Mary, FLJackson Wealth Management, LLC +2 moreAdviser and brokerCFP, ChFCAtlas1992
4Matthew P. JacksonLake Mary, FLJackson Wealth Management, LLCAdviser only–Atlas2014
5Caroline R. JohnsonLake Mary, FLJackson Wealth Management, LLC +1 moreAdviser only–Atlas2025
6Aleksei KitaigorodLake Mary, FLJackson Wealth Management, LLC +1 moreAdviser only–Atlas2025
7Edward A. McDonoughOrlando, FLJackson Wealth Management, LLC +1 moreAdviser onlyCFPAtlas1999
8Michael P. McGahanLake Mary, FLJackson Wealth Management, LLC +1 moreAdviser and broker–Atlas1997

From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.