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

INCOMPASS FINANCIAL PARTNERS, 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

Dec 13, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63|S66

First exam

Dec 13, 2000

First registration

Mar 14, 2002

Dual registered

no

Other names

SUZANNE JONES|KATHERINE SUZANNE JONES|KATHERINE SUZANNE JONES

IAPD individual key

4258387

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5e79e0f-6b07-e898-5e25-d4496e343557

First observed

Mar 14, 2002

Last observed

Sep 17, 2026 4 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.