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RIA / WealthAdvisor11 years in industry

JACOB ANDREW STINSON

Advisor at THRIVE CAPITAL MANAGEMENT, LLC

ODESSA, FL | FORT WASHINGTON, PA

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Search this name across graphsid dfx:ria:073499e8-0116-6239-1d79-2b45da3bd904

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Dec 14, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THRIVE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 14, 2021
First registration: Dec 14, 2021
Dual registered: no
Other names: JACOB ANDREW STINSON|JACOB A STINSON
IAPD individual key: 7439631

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THRIVE CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 25, 2026	n/a	yes	FORT WASHINGTON, PA\|ODESSA, FL	Current employment
OXFORD WEALTH GROUP, LLC	Independent wealth	Apr 16, 2025	May 14, 2026	no	ORLANDO, FL	Previous registration
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	Independent wealth	May 12, 2023	Feb 4, 2025	no	TAMPA, FL	Previous registration
PROXY WEALTH ADVISORS LLC	Independent wealth	Feb 19, 2023	May 23, 2023	no	Tampa, FL\|WINDERMERE, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 14, 2021	Jan 31, 2023	no	DAPHNE, AL\|BIRMINGHAM, AL\|TAMPA, FL\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OXFORD WEALTH GROUP, LLC	THRIVE CAPITAL MANAGEMENT, LLC	May 14, 2026	Jun 25, 2026	42	Firm change	RIA to RIA
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	OXFORD WEALTH GROUP, LLC	Feb 4, 2025	Apr 16, 2025	71	Firm change	RIA to RIA
PROXY WEALTH ADVISORS LLC	WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	May 23, 2023	May 12, 2023	-11	Firm change	RIA to RIA
WELLS FARGO ADVISORS	PROXY WEALTH ADVISORS LLC	Jan 31, 2023	Feb 19, 2023	19	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ THRIVE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 25, 2026 to presentfactForm ADV
→ OXFORD WEALTH GROUP, LLCRegistered adviserregistration: previous registration
Apr 16, 2025 to May 14, 2026factForm ADV
→ WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANYRegistered adviserregistration: previous registration
May 12, 2023 to Feb 4, 2025factForm ADV
→ PROXY WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Feb 19, 2023 to May 23, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 14, 2021 to Jan 31, 2023factForm ADV

Dated events

Occurred
May 14, 2026
Advisor changed firm
Jacob Andrew Stinson left Oxford Wealth Group, Llc for Thrive Capital Management, Llc (registered 2026-06-25)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2025
Advisor changed firm
Jacob Andrew Stinson left Walser Wealth Management Company, A Limited Liability Company for Oxford Wealth Group, Llc (registered 2025-04-16)
Form ADVobserved 4 days ago
Occurred
May 23, 2023
Advisor changed firm
Jacob Andrew Stinson left Proxy Wealth Advisors Llc for Walser Wealth Management Company, A Limited Liability Company (registered 2023-05-12)
Form ADVobserved 4 days ago
Occurred
Jan 31, 2023
Advisor changed firm
Jacob Andrew Stinson left Wells Fargo Advisors for Proxy Wealth Advisors Llc (registered 2023-02-19)
Form ADVobserved 4 days ago