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

Jon Marvin Fletcher

Money Concepts Advisory ServiceBD affiliatedPalm Beach Gardens, Fl dual registrantIAPD 1375227

Feed of 09/14/2026

Also filed as J Fletcher

At current firm

2 y

since Aug 27, 2024

In the industry

41 y

since Jul 18, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Money Concepts Advisory Service BD affiliated current
since Aug 27, 2024 · Jacksonville, Fl
Eagle Strategies LLC BD affiliated
Mar 24, 2022 to Sep 6, 2024 · Jacksonville, Fl
Ausdal Financial Partners, Inc. independent RIA
Dec 4, 2017 to Dec 31, 2021 · San Diego, Ca
Money Concepts Advisory Service BD affiliated
Nov 20, 2012 to Dec 13, 2017 · Geneva, Il
Fletcher Asset Management, Inc. unclassified
Jan 29, 2008 to Sep 28, 2012 · Geneva, Il
Forte Wealth Management, LLC unclassified
Oct 28, 2004 to Dec 31, 2005 · Geneva, Il
B Riley Wealth Management former
Oct 31, 2003 to Jan 29, 2008 · Geneva, Il

Moves

a registration end followed by a registration begin elsewhere

Eagle Strategies LLC to Money Concepts Advisory Service
left Sep 6, 2024, registered Aug 27, 2024 (-10 days) · Affiliated broker-dealer or bank to another
Ausdal Financial Partners, Inc. to Eagle Strategies LLC
left Dec 31, 2021, registered Mar 24, 2022 (83 days) · RIA to affiliated broker-dealer or bank
Money Concepts Advisory Service to Ausdal Financial Partners, Inc.
left Dec 13, 2017, registered Dec 4, 2017 (-9 days) · Other
Fletcher Asset Management, Inc. to Money Concepts Advisory Service
left Sep 28, 2012, registered Nov 20, 2012 (53 days) · Other
B Riley Wealth Management to Forte Wealth Management, LLC
left Jan 29, 2008, registered Oct 28, 2004 (-1188 days) · Other
Forte Wealth Management, LLC to Fletcher Asset Management, Inc.
left Dec 31, 2005, registered Jan 29, 2008 (759 days) · Other

Signals

Jon Marvin Fletcher left Eagle Strategies Llc for Money Concepts Advisory Service (registered 2024-08-27)
Sep 6, 2024 · 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: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address