DFX Intelligence
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.
Registered advisor
Meredith Cabell Jones
Feed of 09/14/2026
At current firm
0 y
since Dec 5, 2025
In the industry
38 y
since May 24, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bfc Planning, Inc. BD affiliated currentsince Dec 5, 2025 · Cedar Rapids, Ia
- Moloney Investment Advisory LLC formerMar 17, 2016 to Dec 31, 2016 · Manchester, Mo
- Moloney Securities Asset Management LLC formerFeb 23, 2016 to Dec 5, 2025 · Manchester, Mo
- Moloney Securities Co., Inc. formerMar 31, 2011 to Apr 27, 2016 · Manchester, Mo
- Detalus Advisors, LLC mixed wealthMar 28, 2007 to Apr 1, 2011 · St. Louis, Mo
- Raymond James Financial Services, Inc. unclassifiedAug 30, 1999 to May 31, 2006 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Moloney Securities Asset Management LLC to Moloney Investment Advisory LLCleft Dec 5, 2025, registered Mar 17, 2016 (-3550 days) · Other · moved with a team
- Moloney Investment Advisory LLC to Bfc Planning, Inc.left Dec 31, 2016, registered Dec 5, 2025 (3261 days) · Other · moved with a team
- Moloney Securities Co., Inc. to Moloney Securities Asset Management LLCleft Apr 27, 2016, registered Feb 23, 2016 (-64 days) · channel change inside one enterprise, not a move · moved with a team
- Detalus Advisors, LLC to Moloney Securities Co., Inc.left Apr 1, 2011, registered Mar 31, 2011 (-1 days) · Other
- Raymond James Financial Services, Inc. to Detalus Advisors, LLCleft May 31, 2006, registered Mar 28, 2007 (301 days) · Other
Signals
- Meredith Cabell Jones left Moloney Securities Asset Management Llc for Moloney Investment Advisory Llc (registered 2016-03-17)Dec 5, 2025 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address