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.
B••• D•••• J•••••••
- Title
- S••••• C••••• P•••••••• M•••••• & M••••••• D•••••••reportedoliverluxxe.comfirm site, Sep 15, 2026
- Founder
- “B••• J••••••• is the F•••••• and M••••••• M••••• of O••••• L•••• Assets, LLC, where he currently serves as M••••••• D••••••• and S••••• C••••• P•••••••• M•••••• overseeing firmwide investment strategies and client relationships.”reportedoliverluxxe.comthe sentence on the bio page
- Partner or owner
- “B••• J••••••• is the F•••••• and M••••••• M••••• of O••••• L•••• Assets, LLC, where he currently serves as M••••••• D••••••• and S••••• C••••• P•••••••• M•••••• overseeing firmwide investment strategies and client relationships.”reportedoliverluxxe.comthe sentence on the bio page
- Professional profile
- oliverluxxe.com/brad-jacobsonreportedoliverluxxe.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.
- O••••• L•••• A••••• L•• independent RIA currentsince Jun 23, 2014 · Gladstone, Nj
- U•• F•••••••• S••••••• I••• wirehouseDec 12, 2008 to Jun 2, 2014 · Florham Park, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 14, 2003 to Dec 16, 2008 · Short Hills, Nj
- R•• C•••••• M••••••• L•• national BDMay 10, 2002 to May 5, 2003 · Florham Park, Nj
- U•• F•••••••• S••••••• I••• to O••••• L•••• A••••• L••left Jun 2, 2014, registered Jun 23, 2014 (21 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Dec 16, 2008, registered Dec 12, 2008 (-4 days) · Wirehouse to wirehouse
- R•• C•••••• M••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 5, 2003, registered Apr 14, 2003 (-21 days) · Affiliated broker-dealer or bank to wirehouse
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address