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
Jennifer Kathryn Collins
Feed of 09/15/2026
Also filed as Jennifer Kathryn Collins
At current firm
1 y
since May 5, 2025
In the industry
32 y
since Mar 26, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sequoia Financial Group, L.L.C. independent RIA currentsince May 5, 2025 · Mayfield Heights, Oh
- Stratos Wealth Partners, Ltd BD affiliatedJan 29, 2019 to May 19, 2025 · Beachwood, Oh
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 8, 2019 to Jan 28, 2019 · Strongville, Oh
- Stratos Wealth Partners, Ltd BD affiliatedFeb 9, 2017 to Dec 26, 2018 · Beachwood, Oh
- Raymond James & Associates, Inc. national BDFeb 6, 2007 to Dec 23, 2014 · Beachwood, Oh
- UBS Financial Services Inc. wirehouseSep 27, 2006 to Feb 6, 2007 · Cleveland, Oh
- Citigroup Global Markets Inc. BD affiliatedFeb 1, 2006 to Sep 14, 2006 · Chagrin Falls, Oh
Moves
a registration end followed by a registration begin elsewhere
- Stratos Wealth Partners, Ltd to Sequoia Financial Group, L.L.C.left May 19, 2025, registered May 5, 2025 (-14 days) · Affiliated broker-dealer or bank to independent RIA
- Raymond James Financial Services Advisors, Inc to Stratos Wealth Partners, Ltdleft Jan 28, 2019, registered Jan 29, 2019 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Stratos Wealth Partners, Ltd to Raymond James Financial Services Advisors, Incleft Dec 26, 2018, registered Jan 8, 2019 (13 days) · RIA to affiliated broker-dealer or bank
- Raymond James & Associates, Inc. to Stratos Wealth Partners, Ltdleft Dec 23, 2014, registered Feb 9, 2017 (779 days) · Other
- UBS Financial Services Inc. to Raymond James & Associates, Inc.left Feb 6, 2007, registered Feb 6, 2007 (0 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to UBS Financial Services Inc.left Sep 14, 2006, registered Sep 27, 2006 (13 days) · Other
Signals
- Jennifer Kathryn Collins left Stratos Wealth Partners, Ltd for Sequoia Financial Group, L.L.C. (registered 2025-05-05)May 19, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address