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RIA / WealthAdvisor10 years in industry

Jacob Phelps

Advisor at STRONG WEALTH

Colorado Springs, CO

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Search this name across graphsid dfx:ria:8e511ad8-79ff-7bc4-95c1-cb163bb596cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2018 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: STRONG WEALTH
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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Nov 9, 2018
First registration: Nov 9, 2018
Dual registered: no
IAPD individual key: 7031015

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
STRONG WEALTH	State registered	Nov 22, 2023	n/a	yes	Colorado Springs, CO	Current employment
ILLUMINATION WEALTH MANAGEMENT	Independent wealth	Jun 11, 2021	Jul 12, 2023	no	Colorado Springs, CO\|SAN DIEGO, CA	Previous registration
BONFIRE FINANCIAL, LLC	Independent wealth	Nov 16, 2020	Jun 22, 2021	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration
KORHORN FINANCIAL GROUP	Independent wealth	Nov 9, 2018	Nov 20, 2020	no	GRANGER, IN	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
ILLUMINATION WEALTH MANAGEMENT	STRONG WEALTH	Jul 12, 2023	Nov 22, 2023	133	Firm change	RIA to state RIA
BONFIRE FINANCIAL, LLC	ILLUMINATION WEALTH MANAGEMENT	Jun 22, 2021	Jun 11, 2021	-11	Firm change	RIA to RIA
KORHORN FINANCIAL GROUP	BONFIRE FINANCIAL, LLC	Nov 20, 2020	Nov 16, 2020	-4	Firm change	RIA to RIA

Relationships

Registered with (4)

→ STRONG WEALTHRegistered adviserregistration: current employment
Nov 22, 2023 to presentfactForm ADV
→ ILLUMINATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 11, 2021 to Jul 12, 2023factForm ADV
→ BONFIRE FINANCIAL, LLCRegistered adviserregistration: previous registration
Nov 16, 2020 to Jun 22, 2021factForm ADV
→ KORHORN FINANCIAL GROUPRegistered adviserregistration: previous registration
Nov 9, 2018 to Nov 20, 2020factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
Jacob Phelps left Illumination Wealth Management for Strong Wealth (registered 2023-11-22)
Form ADVobserved 4 days ago