PEOPLE BEHIND THE PLAN
Stockbrokers & advisors.
Find people and firms. Check registration. Contact them directly.
Historical records and sourced profiles. Confirm current credentials and services.
775 matching profiles
Page 27 of 65Jaison Thomas
Evercore Group L.L.C.
New York, New YorkCRD #5397748Jake Benjamin Singer
Evercore Group L.L.C.
New York, New YorkCRD #7387122Jakob Liam Callin
Evercore Group L.L.C.
New York, New YorkCRD #7774948James Aubrey Morrish
Evercore Group L.L.C.
New York, New YorkCRD #6260006James Edward Hyland
Evercore Group L.L.C.
New York, New YorkCRD #5963453James H. Steinau
Evercore Group L.L.C.
New York, New YorkCRD #6684489James Jefferson Muller
Evercore Group L.L.C.
New York, New YorkCRD #7281748James Matthew M. Tilson
Evercore Group L.L.C.
New York, New YorkCRD #5808322James Parran Swindell
Evercore Group L.L.C.
New York, New YorkCRD #1938489James Poskitt
Evercore Group L.L.C.
New York, New YorkCRD #7572390James Robb Birle
Evercore Group L.L.C.
New York, New YorkCRD #1994489Sources, ordering and what to verify
The directory currently includes 63,615 historical records. Its original as-of date is unknown; imported September 23, 2026. Historical firm, location, contact and license fields may be out of date. They do not establish current registration or availability.
Linked professional profiles appear first, alphabetically by name; historical records follow in source order. Fincadia and other firms use the same search filters. No placement is a recommendation or quality ranking. Confirmed matching CRD numbers are merged into the sourced profile; a name alone is not an identity match.
Use FINRA BrokerCheck and SEC IAPD to check the person, current firm, registrations and disclosures. A financial advisor may not offer brokerage or stock-trading services. Ask about the capacity in which they will serve you, fees, conflicts and Form CRS.
Listings do not imply that a professional participates in FOMO. Contact links go directly to the listed destination. Requests submitted to FOMO stay with the FOMO team unless you separately authorize an introduction. Site disclosures.
MAKE THE FIRST CONVERSATION COUNT
Before you open an account.
Services & authority
Do you offer brokerage, ongoing investment advice, or both? Who makes trading decisions, and where are my assets held?
Costs & conflicts
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Registration & fit
Check the exact person and legal firm in official records. Ask which states and services their registrations cover and review disclosures.
