DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

JASON ALLEN GROTH

Advisor at EQUITY ADVISORS, LLC

ZEPHER COVE, NV | San Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f9544ad-7ba3-0080-33cd-b8d88c0c6b1a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 11, 1999 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: EQUITY ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 11, 1997
First registration: Jan 11, 1999
Dual registered: no
IAPD individual key: 2933258

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
EQUITY ADVISORS, LLC	State registered	Jul 10, 2024	n/a	yes	San Diego, CA\|ZEPHER COVE, NV	Current employment
KINETIC INVESTMENT MANAGEMENT, INC.	Independent wealth	Jun 23, 2022	Jul 2, 2024	no	San Diego, CA\|LOS ANGELES, CA	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Nov 28, 2018	Jun 27, 2022	no	San Diego, CA\|OVERLAND PARK, KS\|San Diego, CA	Previous registration
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Apr 21, 2017	Aug 6, 2018	no	SAN DIEGO, CA\|SAN DIEGO, CA\|ORANGE, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Feb 9, 2009	Apr 21, 2017	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|RANCHO SANTA FE, CA	Previous registration
WEALTH ADVISORS, INC.	Former SEC adviser	Feb 19, 2007	Jun 18, 2013	no	HENDERSON, NV	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 11, 1999	Jan 5, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA	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
KINETIC INVESTMENT MANAGEMENT, INC.	EQUITY ADVISORS, LLC	Jul 2, 2024	Jul 10, 2024	8	Firm change	RIA to state RIA
CREATIVEONE WEALTH, LLC	KINETIC INVESTMENT MANAGEMENT, INC.	Jun 27, 2022	Jun 23, 2022	-4	Firm change	RIA to RIA
CROWN CAPITAL SECURITIES, L.P.	CREATIVEONE WEALTH, LLC	Aug 6, 2018	Nov 28, 2018	114	Firm change	RIA to RIA
INDEPENDENT FINANCIAL GROUP, LLC	CROWN CAPITAL SECURITIES, L.P.	Apr 21, 2017	Apr 21, 2017	0	Firm change	Other
WEALTH ADVISORS, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Jun 18, 2013	Feb 9, 2009	-1,590	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WEALTH ADVISORS, INC.	Jan 5, 2007	Feb 19, 2007	45	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283034:300031:CA:2024-07-02	Jul 2, 2024	Jul 10, 2024	LOS ANGELES, CA	Firm change
281213:283034:CA:2022-06-27	Jun 27, 2022	Jun 23, 2022	SAN DIEGO, CA	Firm change

Relationships

Registered with (7)

→ EQUITY ADVISORS, LLCRegistered adviserregistration: current employment
Jul 10, 2024 to presentfactForm ADV
→ KINETIC INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 23, 2022 to Jul 2, 2024factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Nov 28, 2018 to Jun 27, 2022factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Apr 21, 2017 to Aug 6, 2018factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 9, 2009 to Apr 21, 2017factForm ADV
→ WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 19, 2007 to Jun 18, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 11, 1999 to Jan 5, 2007factForm ADV

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
Jason Allen Groth left Kinetic Investment Management, Inc. for Equity Advisors, Llc (registered 2024-07-10)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2022
Advisor changed firm
Jason Allen Groth left Creativeone Wealth, Llc for Kinetic Investment Management, Inc. (registered 2022-06-23)
Form ADVobserved 6 days ago