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
Jeffrey Craig Brown
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeff Brown
At current firm
2 y
since Jan 9, 2024
In the industry
23 y
since Apr 28, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Jan 9, 2024 · Overland Park, Ks
- Wealthsource? formerSep 19, 2023 to Oct 26, 2024 · Phoenix, Az
- Trajan Wealth, L.L.C. independent RIAOct 3, 2022 to Aug 23, 2023 · Scottsdale, Az
- Vanguard Advisers, Inc. BD affiliatedJul 17, 2018 to Aug 4, 2022 · Scottsdale, Az
- Brown, Jeffrey C unclassifiedApr 28, 2003 to Dec 31, 2003 · Blue Bell, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Onedigitalleft Oct 26, 2024, registered Jan 9, 2024 (-291 days) · Other
- Trajan Wealth, L.L.C. to Wealthsource?left Aug 23, 2023, registered Sep 19, 2023 (27 days) · RIA to RIA
- Vanguard Advisers, Inc. to Trajan Wealth, L.L.C.left Aug 4, 2022, registered Oct 3, 2022 (60 days) · Affiliated broker-dealer or bank to independent RIA
- Brown, Jeffrey C to Vanguard Advisers, Inc.left Dec 31, 2003, registered Jul 17, 2018 (5312 days) · Other
Signals
- Jeffrey Craig Brown left Wealthsource? for Onedigital (registered 2024-01-09)Oct 26, 2024 · Advisor changed firm · fact
- Jeffrey Craig Brown left Trajan Wealth, L.L.C. for Wealthsource? (registered 2023-09-19)Aug 23, 2023 · Advisor changed firm · fact
- Jeffrey Craig Brown left Vanguard Advisers, Inc. for Trajan Wealth, L.L.C. (registered 2022-10-03)Aug 4, 2022 · 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
- Institutional managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address