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.

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.

Registered advisor

J•••••• S••• C••••••

S••••••••• W•••••mixed wealthSummit, Njdual registrantIAPD 2280445

Feed of 09/14/2026

Also filed as Jeffrey Crystal

At current firm

0 y

since May 5, 2026

In the industry

33 y

since Nov 2, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••••••• W••••• mixed wealth current
since May 5, 2026 · Summit, Nj
P•••• S••••••••• L•• no RAUM
Aug 29, 2023 to May 21, 2024 · Paramus, Nj
C•••••• G•••• • C• I•• former
May 17, 2019 to Oct 19, 2021 · Syracuse, Ny
M••••• S•••••• wirehouse
Jun 1, 2009 to May 4, 2017 · Paramus, Nj
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Fairfield, Nj
M••••• S•••••• D• I••• unclassified
Jun 12, 2002 to Apr 2, 2007 · Pearl River, Ny

Moves

a registration end followed by a registration begin elsewhere

P•••• S••••••••• L•• to S••••••••• W•••••
left May 21, 2024, registered May 5, 2026 (714 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• G•••• • C• I•• to P•••• S••••••••• L••
left Oct 19, 2021, registered Aug 29, 2023 (679 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to C•••••• G•••• • C• I••
left May 4, 2017, registered May 17, 2019 (743 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

J•••••• S••• C•••••• left P•••• S••••••••• L•• for S••••••••• W••••• (registered 2026-05-05)
May 21, 2024 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address