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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 14 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alina G. BocuSan Francisco, CAJordan Park Group LLCAdviser onlyChFCAtlas2024
2Carly A. CohenSan Francisco, CAJordan Park Group LLCAdviser only–Atlas2023
3Kevin C. DebastosSan Francisco, CAJordan Park Group LLCAdviser onlyCFPAtlas2010
4Robert D. FalconerSan Francisco, CAJordan Park Group LLCAdviser onlyCFPAtlas2012
5Jonathan C. FultsSan Francisco, CAJordan Park Group LLCAdviser onlyCFAAtlas2017
6Michele C. HomSan Francisco, CAJordan Park Group LLCAdviser onlyCFPAtlas2026
7Tierney E. JohnsonSan Francisco, CAJordan Park Group LLCAdviser onlyCFPAtlas2022
8Benjamin W. LesterSan Francisco, CAJordan Park Group LLCAdviser onlyCFAAtlas2011
9Jack M. MazzeraSan Francisco, CAJordan Park Group LLCAdviser only–Atlas2022
10Reagan S. MeyerNew York City, NYJordan Park Group LLCAdviser only–Atlas2026

4 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.