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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K••••••• A• J••••••
- Business email
- kjohnson@jacobiwealth.comreportedjacobiwealth.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.
- J••••• C•••••• M••••••••• L•• independent RIA currentsince Sep 19, 2022 · Pittston, Pa
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Sep 26, 2022 · Newtown Square, Pa
- M•• F•••••••• S•••••••• I••• formerOct 26, 2012 to Mar 25, 2017 · Plymouth Meeting, Pa
- C••••• A•••••• N••••••• L•• formerJun 23, 2008 to Oct 10, 2012 · Plymouth Meeting, Pa
- P•••••••• S••••••••• I••• BD affiliatedMay 17, 2007 to Jun 26, 2008 · Rydal, Pa
- M•• I•••••••• S•••••••• L•• to J••••• C•••••• M••••••••• L••left Sep 26, 2022, registered Sep 19, 2022 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- C••••• A•••••• N••••••• L•• to M•• F•••••••• S•••••••• I•••left Oct 10, 2012, registered Oct 26, 2012 (16 days) · Other
- P•••••••• S••••••••• I••• to C••••• A•••••• N••••••• L••left Jun 26, 2008, registered Jun 23, 2008 (-3 days) · Other
- K••••••• A• J•••••• left M•• I•••••••• S•••••••• L•• for J••••• C•••••• M••••••••• L•• (registered 2022-09-19)Sep 26, 2022 · a•••••• firm change · 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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address