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.

Current firm

ELITE INCOME ADVISORS, INC.

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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 27, 2017

First registration

Oct 30, 2017

Dual registered

no

Other names

Jon DeFeo|Jonathon DeFeo

IAPD individual key

6836982

• Occurred

  Nov 27, 2024
  Advisor changed firm

  Jonathon Louis Defeo left Red Oak Financial Group for Elite Income Advisors, Inc. (registered 2025-01-13)

  Form ADVobserved 6 days ago
• Occurred

  May 16, 2022
  Advisor changed firm

  Jonathon Louis Defeo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Red Oak Financial Group (registered 2022-05-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8dc287e3-1bd2-fe39-1881-a060800d0384

First observed

Oct 30, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.