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RIA / WealthAdvisor30 years in industry

JEFFREY DAVID LINK

Advisor at GUARDIAN WEALTH ADVISORS, LLC

RALEIEGH, NC

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Search this name across graphsid dfx:ria:f013f30e-ca90-21ab-3c43-3590d757817f

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

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 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: GUARDIAN WEALTH ADVISORS, LLC
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: Jun 10, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 10, 1996
First registration: Dec 31, 2001
Dual registered: no
IAPD individual key: 2739333

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
GUARDIAN WEALTH ADVISORS, LLC	Independent wealth	May 6, 2020	n/a	yes	RALEIEGH, NC	Current employment
APTUS CAPITAL ADVISORS, LLC	Independent wealth	Feb 8, 2019	Jun 1, 2020	no	RALEIGH, NC\|FAIRHOPE, AL	Previous registration
GORDON ASSET MANAGEMENT, LLC	Former SEC adviser	Dec 2, 2015	Feb 7, 2019	no	Raleigh, NC\|DURHAM, NC\|RALEIGH, NC	Previous registration
GUARDIAN CAPITAL ADVISORS, LLC	Former SEC adviser	Feb 16, 2010	Dec 2, 2015	no	RALEIGH, NC	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Oct 22, 2004	Feb 16, 2010	no	RALEIGH, NC\|RALEIGH, NC	Previous registration
Powelljohnson	n/a	Jan 2, 2004	Nov 1, 2004	no	RALEIGH, NC	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Dec 31, 2001	Jan 13, 2004	no	RALEIGH, NC	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
APTUS CAPITAL ADVISORS, LLC	GUARDIAN WEALTH ADVISORS, LLC	Jun 1, 2020	May 6, 2020	-26	Firm change	RIA to new firm
GORDON ASSET MANAGEMENT, LLC	APTUS CAPITAL ADVISORS, LLC	Feb 7, 2019	Feb 8, 2019	1	Firm change	RIA to RIA
GUARDIAN CAPITAL ADVISORS, LLC	GORDON ASSET MANAGEMENT, LLC	Dec 2, 2015	Dec 2, 2015	0	Firm change	Other
STIFEL, NICOLAUS & COMPANY, INCORPORATED	GUARDIAN CAPITAL ADVISORS, LLC	Feb 16, 2010	Feb 16, 2010	0	Firm change	Other
Powelljohnson	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Nov 1, 2004	Oct 22, 2004	-10	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	Powelljohnson	Jan 13, 2004	Jan 2, 2004	-11	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
118471:167626:NC:2019-02-01	Feb 7, 2019	Feb 8, 2019	RALEIGH, NC	Firm change
150636:118471:NC:2015-12-02	Dec 2, 2015	Dec 2, 2015	RALEIGH, NC	Firm change

Relationships

Registered with (7)

→ GUARDIAN WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 6, 2020 to presentfactForm ADV
→ APTUS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 8, 2019 to Jun 1, 2020factForm ADV
→ GORDON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 2, 2015 to Feb 7, 2019factForm ADV
→ GUARDIAN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 16, 2010 to Dec 2, 2015factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Oct 22, 2004 to Feb 16, 2010factForm ADV
→ POWELLJOHNSONRegistered adviserregistration: previous registration
Jan 2, 2004 to Nov 1, 2004factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Dec 31, 2001 to Jan 13, 2004factForm ADV

Dated events

No dated event names this entity yet.