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RIA / WealthAdvisor25 years in industry

JACK DANIEL STEINHILBER

Advisor at AGILE INVESTMENTS

ASHEVILLE, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2003 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: AGILE INVESTMENTS
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 7, 2003
First registration: Aug 8, 2003
Dual registered: no
Other names: JACK DANIEL STEINHILBER|J.D. STEINHILBER
IAPD individual key: 4245837

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
AGILE INVESTMENTS	Former SEC adviser	Dec 5, 2018	n/a	yes	ASHEVILLE, NC	Current employment
WESTEND ADVISORS, LLC	Independent wealth	Nov 30, 2006	Jan 24, 2007	no	CHARLOTTE, NC	Previous registration
AGILE INVESTMENTS	Former SEC adviser	Oct 6, 2004	Mar 30, 2016	no	NASHVILLE, TN	Previous registration
Powelljohnson	n/a	Aug 8, 2003	Aug 31, 2004	no	NASHVILLE, TN	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
AGILE INVESTMENTS	WESTEND ADVISORS, LLC	Mar 30, 2016	Nov 30, 2006	-3,408	Firm change after gap	Other
WESTEND ADVISORS, LLC	AGILE INVESTMENTS	Jan 24, 2007	Dec 5, 2018	4,333	Firm change after gap	Other
Powelljohnson	AGILE INVESTMENTS	Aug 31, 2004	Oct 6, 2004	36	Firm change	Other

Relationships

Registered with (3)

→ AGILE INVESTMENTSRegistered adviserregistration: previous registration
Oct 6, 2004 to Mar 30, 2016factForm ADV
→ WESTEND ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 30, 2006 to Jan 24, 2007factForm ADV
→ POWELLJOHNSONRegistered adviserregistration: previous registration
Aug 8, 2003 to Aug 31, 2004factForm ADV

Dated events

No dated event names this entity yet.