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 Campbell Yackel
Feed of 09/14/2026
At current firm
3 y
since May 22, 2023
In the industry
17 y
since Jun 20, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Janney Montgomery Scott LLC BD affiliated currentsince May 22, 2023 · Philadelphia, Pa
- Envestnet Pmc independent RIANov 25, 2013 to Jul 16, 2021 · Berwyn, Pa
- Pgim Investments LLC asset managerJul 20, 2011 to Jul 16, 2013 · Newark, Nj
- Fortigent, LLC formerSep 10, 2009 to May 26, 2011 · Fort Mill, Sc
Moves
a registration end followed by a registration begin elsewhere
- Envestnet Pmc to Janney Montgomery Scott LLCleft Jul 16, 2021, registered May 22, 2023 (675 days) · RIA to affiliated broker-dealer or bank
- Pgim Investments LLC to Envestnet Pmcleft Jul 16, 2013, registered Nov 25, 2013 (132 days) · Other
- Fortigent, LLC to Pgim Investments LLCleft May 26, 2011, registered Jul 20, 2011 (55 days) · Other
Signals
No dated event on this person.
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address