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.
J•••• J••• V•••••••
- Business email
- james@ibexwealth.comreportedibexwealth.comfirm site, Sep 15, 2026
- Professional profile
- LINKEDIN.COM/IN/J••••-V•••••••-5185156reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- I••• W••••• A•••••••• L•• independent RIA currentsince Jan 17, 2014 · West Palm Beach, Fl
- J•••• J• V••••••• • C••••••• I••• unclassifiedSep 14, 2006 to Jun 26, 2014 · Lebanon, Nj
- J•••• J• V••••••• • C••••••• I••• unclassifiedJun 2, 2004 to Dec 31, 2004 · Lebanon, Nj
- W••••• S••••• S••••••••• I••• formerAug 1, 2003 to Nov 2, 2004 · Lebanon, Nj
- N••••• • L•••• S••••••••• I••• unclassifiedFeb 24, 2003 to Aug 1, 2003 · Lebanon, Nj
- J•••• J• V••••••• • C••••••• I••• to I••• W••••• A•••••••• L••left Jun 26, 2014, registered Jan 17, 2014 (-160 days) · Other
- W••••• S••••• S••••••••• I••• to J•••• J• V••••••• • C••••••• I•••left Nov 2, 2004, registered Jun 2, 2004 (-153 days) · Other
- N••••• • L•••• S••••••••• I••• to W••••• S••••• S••••••••• I•••left Aug 1, 2003, registered Aug 1, 2003 (0 days) · corporate re-registration, not a move
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address