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.

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Registered advisor

J•••••• K•••••• J••••

M•• I•••••••• S•••••••• L••BD affiliatedJacksonville, Fl dual registrantIAPD 2459593

Feed of 09/14/2026

Also filed as Jeff Jones

At current firm

1 y

since Sep 8, 2025

In the industry

32 y

since Mar 25, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•• I•••••••• S•••••••• L•• BD affiliated current
since Sep 8, 2025 · Lancaster, Oh
C••••• A••••••• G••••• L•• independent RIA
Dec 12, 2017 to Aug 29, 2025 · Lancaster, Oh
F•• S••••••••• C••••••••• former
Dec 5, 2017 to Jul 31, 2018 · Parkersburg, Wv
S•• I••••••••• I••• former
Dec 21, 2010 to Dec 6, 2017 · New Smyrna Beach, Fl
N••• F•••••••• G••••• I••• former
Jan 6, 2004 to Dec 17, 2010 · Lancaster, Oh
F•• S••••••••• C••••••••• former
Feb 25, 2002 to Jan 2, 2004 · Lancaster, Oh

Moves

a registration end followed by a registration begin elsewhere

C••••• A••••••• G••••• L•• to M•• I•••••••• S•••••••• L••
left Aug 29, 2025, registered Sep 8, 2025 (10 days) · RIA to affiliated broker-dealer or bank · moved with a team
F•• S••••••••• C••••••••• to C••••• A••••••• G••••• L••
left Jul 31, 2018, registered Dec 12, 2017 (-231 days) · Other · moved with a team
S•• I••••••••• I••• to F•• S••••••••• C•••••••••
left Dec 6, 2017, registered Dec 5, 2017 (-1 days) · Other
N••• F•••••••• G••••• I••• to S•• I••••••••• I•••
left Dec 17, 2010, registered Dec 21, 2010 (4 days) · Other
F•• S••••••••• C••••••••• to N••• F•••••••• G••••• I•••
left Jan 2, 2004, registered Jan 6, 2004 (4 days) · Other

Signals

J•••••• K•••••• J•••• left C••••• A••••••• G••••• L•• for M•• I•••••••• S•••••••• L•• (registered 2025-09-08)
Aug 29, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address