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 David Jaicks
- Title
- Financial Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
- Designations
- RICP, ChFCreportedonesevenadvisor.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedonesevenadvisor.com“With more than 30 years of experience in the investment industry, John Jaicks has a unique skillset to help his clients prepare for a successful retirement.”
- Professional profile
- onesevenadvisor.com/staff/john-d-jaicksreportedonesevenadvisor.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.
- LPL Financial LLC BD affiliated currentsince Jul 7, 2026 · Park City, Ut
- Oneseven independent RIA currentsince Jun 6, 2018 · Beachwood, Oh
- Lefavi Wealth Management independent RIAMay 12, 2015 to Jun 4, 2018 · Salt Lake City, Ut
- Lefavi Wealth Management independent RIAAug 27, 2007 to Dec 31, 2013 · Salt Lake City, Ut
- Ameriprise Advisor Services, Inc. unclassifiedNov 16, 2004 to Aug 20, 2007 · Salt Lake City, Ut
- Stifel Independent Advisors, LLC BD affiliatedJan 14, 2003 to Nov 16, 2004 · Park City, Ut
- Lefavi Wealth Management to Onesevenleft Jun 4, 2018, registered Jun 6, 2018 (2 days) · RIA to RIA
- Ameriprise Advisor Services, Inc. to Lefavi Wealth Managementleft Aug 20, 2007, registered Aug 27, 2007 (7 days) · Other
- Stifel Independent Advisors, LLC to Ameriprise Advisor Services, Inc.left Nov 16, 2004, registered Nov 16, 2004 (0 days) · Other
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