NEW ADVISERS

Florida Financial Advisors has 10 of 130 first adviser registrations

The complete roster counts first adviser registrations dated October 8, 2026. Jack J. Perrone and Jake E. Burkes were listed with Florida Financial Advisors; their first-registration dates were October 8.

By Maya Chen··2 min read

Florida Financial Advisors, LLC, accounts for 10 of the 130 source-reported first adviser registrations dated October 8, 2026. The roster’s firm affiliation is the current source-listed affiliation, not necessarily the firm where a person first registered.

Jack J. Perrone and Jake E. Burkes were each listed with Florida Financial Advisors, LLC, and each had a first adviser registration dated October 8, 2026. That date identifies a first adviser registration; it does not establish a hiring date or career start.

Other named entries show the roster’s range of listed firms: Christine A. Frikken and Ryan Michaels were listed with Morgan Stanley; Thomas H. Qualls and Colin J. Archbold with TIAA-CREF Individual & Institutional Services, LLC; and Jacob M. Snyder and Pao W. Saetern with J.P. Morgan Securities LLC. Each had a first adviser registration dated October 8, 2026. The listed firm is a current source-reported affiliation, not necessarily the person’s first registration firm.

The roster divides the 130 registrations among 70 firm categories. Florida Financial Advisors, LLC, is the largest named category in the supplied breakdown, with Morgan Stanley, TIAA-CREF Individual & Institutional Services, LLC, and J.P. Morgan Securities LLC each listed with six; all other firms together account for 102.

Registrations by listed firm

Current listed firm categoryFirst adviser registrations
Florida Financial Advisors, LLC10
Morgan Stanley6
TIAA-CREF Individual & Institutional Services, LLC6
J.P. Morgan Securities LLC6
All other firms102

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First adviser registrations

The advisers below account for all 130 source-reported first adviser registrations on 10/08/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 51–75 of 130. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Jacob M. Snyder833754110/09/202610/08/2026J.P. Morgan Securities LLC79Cleveland, OH
Jaden J. Gallion835565110/09/202610/08/2026First Down Financial313133Scottsdale, AZ
Jake E. Burkes835562410/09/202610/08/2026Florida Financial Advisors, LLC288811Chattanooga, TN
James V. Spinosa832702810/09/202610/08/2026Inference Wealth343858Centennial, CO
Jared Lanham801092310/09/202610/08/2026State Farm Investment Management Corp.3487Kennesaw, GA
Jason Kesler834228310/09/202610/08/2026Private Advisor Group, LLC155216Rancho Cucamonga, CA
Jaxson Brandhorst830600310/09/202610/08/2026Empower Advisory Group, LLC112058Orlando, FL
Jeorge A. Garcia642877610/09/202610/08/2026Integrity Alliance, Llc.139627Tyler, TX
Jerry Pierre797026510/09/202610/08/2026Principal Advised Services297324Orlando, FL
Jesse S. Kutz756775910/09/202610/08/2026Iag Wealth Partners, LLC109721Waukesha, WI
Joel S. Gish824917710/09/202610/08/2026Solid Rock Financial Solutions LLC343987Hummelstown, PA
Jonathan M. DePino816751810/09/202610/08/2026MML Investors Services, LLC10409Meriden, CT
Jonathan Saavedra761685110/09/202610/08/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Arlington, TX
Jose N. Suarez835578310/09/202610/08/2026Capital United, LLC285616Hillsboro, OR
Joshua P. Harris829296410/09/202610/08/2026State Farm Investment Management Corp.3487New Iberia, LA
Julie Whittaker765801110/09/202610/08/2026Morgan Stanley149777Minneapolis, MN
Kaleb Bedard834978910/09/202610/08/2026Elevate Financial Planning and Wealth Management329079Maryville, TN
Katherine G. Shirley760310110/09/202610/08/2026Stifel, Nicolaus & Company, Incorporated793Mequon, WI
Katherine O. Opfar835389810/09/202610/08/2026Retirement Solutions Investments, Inc.171199Provo, UT
Katherine S. Hillsbery795984510/09/202610/08/2026Valmark Advisers, Inc.108050San Jose, CA
Keenan Brewer831472410/09/202610/08/2026LPL Enterprise, LLC8733Lake Oswego, OR
Kevin T. Sykes747314110/09/202610/08/2026Florida Financial Advisors, LLC288811Denver, CO
Kevindra Seemadray702816010/09/202610/08/2026J.P. Morgan Securities LLC79Bayside, NY
Kyle Showstead833307110/09/202610/08/2026MML Investors Services, LLC10409Shelton, CT
Laura C. Dietrich823504710/09/202610/08/2026State Farm Investment Management Corp.3487Rolling Meadows, IL

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