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

John Joseph Kehoe

Ameritas Advisory Services, LLCBD affiliatedFolsom, Cadual registrantIAPD 2235171

Feed of 09/14/2026

At current firm

1 y

since Nov 18, 2024

In the industry

25 y

since Jan 1, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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

Ameritas Advisory Services, LLC BD affiliated current
since Nov 18, 2024 · Folsom, Ca
New Frontier Advisors, LLC asset manager
Jul 26, 2023 to Nov 14, 2024 · Boston, Ma
Freedom Investment Management, Inc. independent RIA
Sep 2, 2022 to Dec 8, 2022 · Roseville, Ca
Main Management, LLC independent RIA
May 10, 2021 to May 31, 2022 · San Francisco, Ca
Sei Investments Management Corp mixed wealth
Oct 8, 2007 to Dec 12, 2019 · Roseville, Ca

Moves

a registration end followed by a registration begin elsewhere

New Frontier Advisors, LLC to Ameritas Advisory Services, LLC
left Nov 14, 2024, registered Nov 18, 2024 (4 days) · Other
Freedom Investment Management, Inc. to New Frontier Advisors, LLC
left Dec 8, 2022, registered Jul 26, 2023 (230 days) · Other
Main Management, LLC to Freedom Investment Management, Inc.
left May 31, 2022, registered Sep 2, 2022 (94 days) · RIA to RIA
Sei Investments Management Corp to Main Management, LLC
left Dec 12, 2019, registered May 10, 2021 (515 days) · Other

Signals

John Joseph Kehoe left New Frontier Advisors, Llc for Ameritas Advisory Services, Llc (registered 2024-11-18)
Nov 14, 2024 · Advisor changed firm · fact
John Joseph Kehoe left Freedom Investment Management, Inc. for New Frontier Advisors, Llc (registered 2023-07-26)
Dec 8, 2022 · Advisor changed firm · fact
John Joseph Kehoe left Main Management, Llc for Freedom Investment Management, Inc. (registered 2022-09-02)
May 31, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address