RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John Joseph Hanlon
- Title
- Founder, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
- Designations
- CFPreportedvestgen.comas printed on the bio page, Sep 16, 2026
- Founder
- “Sean Hanlon, Founder, Wealth Advisor and CIO of VestGen Investment Management, brings extensive entrepreneurial and investment management experience to the firm.”reportedvestgen.comthe sentence on the bio page
- Professional profile
- vestgen.com/sean-hanlonreportedvestgen.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Vestgen Advisors, LLC independent RIA currentsince Dec 6, 2024 · Chicago, Il
- Vestgen Investment Management mixed wealth currentsince Mar 21, 2003 · Egg Harbor Twp, Nj
- Vestbridge Advisors, Inc formerSep 6, 2022 to Nov 23, 2024 · North Palm Beach, Fl
- Sentra Securities Corporation unclassifiedMar 25, 2003 to May 6, 2003 · Northfield, Nj
- Sentra Securities Corporation unclassifiedJul 19, 2002 to Mar 14, 2003 · Northfield, Nj
- Vestbridge Advisors, Inc to Vestgen Advisors, LLCleft Nov 23, 2024, registered Dec 6, 2024 (13 days) · RIA to RIA
- Sentra Securities Corporation to Vestbridge Advisors, Incleft May 6, 2003, registered Sep 6, 2022 (7063 days) · Other
- Sentra Securities Corporation to Vestgen Investment Managementleft Mar 14, 2003, registered Mar 21, 2003 (7 days) · Other
- John Joseph Hanlon, registered through Vestgen Investment Management (Egg Harborn Township, NJ), is a direct owner of Quorus Inc., an adviser first registered 2026-06-09Jun 9, 2026 · Owner of a newly registered adviser · fact
- John Joseph Hanlon left Vestbridge Advisors, Inc for Vestgen Advisors, Llc (registered 2024-12-06)Nov 23, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address