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RIA / WealthAdvisor27 years in industry

JONATHAN CHARLES ILLIG

Advisor at PRUDENT PROSPERA PLANNING, INC.

TUSCON, AZ | PLEASANTON, CA

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Search this name across graphsid dfx:ria:8b8bdebf-68cf-572d-2cdc-7e3ad801f17a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2009 to Sep 15, 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: PRUDENT PROSPERA PLANNING, INC.
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: Apr 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 22, 1999
First registration: Jan 27, 2009
Dual registered: no
IAPD individual key: 3207342

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
PRUDENT PROSPERA PLANNING, INC.	State registered	Jun 25, 2021	n/a	yes	TUSCON, AZ\|PLEASANTON, CA	Current employment
ARP ADVISORS, LLC	n/a	Apr 13, 2017	Dec 8, 2021	no	FOUNTAIN HILLS, AZ	Previous registration
GEBHARDT GROUP, INC	Independent wealth	Apr 13, 2016	Feb 23, 2017	no	Scottsdale, AZ	Previous registration
RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC	State registered	Sep 9, 2009	Sep 27, 2011	no	SCOTTSDALE, AZ	Previous registration
JCI RETIREMENT INCOME ADVISORS, INC.	n/a	Jan 27, 2009	Nov 12, 2009	no	SCOTTSDALE, AZ	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
ARP ADVISORS, LLC	PRUDENT PROSPERA PLANNING, INC.	Dec 8, 2021	Jun 25, 2021	-166	Firm change after gap	Other
GEBHARDT GROUP, INC	ARP ADVISORS, LLC	Feb 23, 2017	Apr 13, 2017	49	Firm change	Other
RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC	GEBHARDT GROUP, INC	Sep 27, 2011	Apr 13, 2016	1,660	Firm change after gap	Other
JCI RETIREMENT INCOME ADVISORS, INC.	RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC	Nov 12, 2009	Sep 9, 2009	-64	Firm change after gap	Other

Relationships

Registered with (5)

→ PRUDENT PROSPERA PLANNING, INC.Registered adviserregistration: current employment
Jun 25, 2021 to presentfactForm ADV
→ ARP ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 13, 2017 to Dec 8, 2021factForm ADV
→ GEBHARDT GROUP, INCRegistered adviserregistration: previous registration
Apr 13, 2016 to Feb 23, 2017factForm ADV
→ RETIREMENT INCOME AND INHERITANCE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 9, 2009 to Sep 27, 2011factForm ADV
→ JCI RETIREMENT INCOME ADVISORS, INC.Registered adviserregistration: previous registration
Jan 27, 2009 to Nov 12, 2009factForm ADV

Dated events

No dated event names this entity yet.