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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. 24 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

24 advisors

Unlock all 24
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kevin J. ArsenaultEdmond, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
2Brett BengeStillwater, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2010
3Constantino J. BorrelliTulsa, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2026
4David BuskirkTulsa, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
5Jarris S. DavisOklahoma City, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2009
6Ervin DeckerNorman, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2011
7Brendon J. EversTulsa, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
8Kevin GaspardOklahoma City, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
9John K. HelmTulsa, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2021
10Jonathan W. JonesJenks, OKJ.P. Morgan Securities LLCAdviser and broker–Atlas2025

14 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.