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
Jonathan Paul Reardon
Feed of 09/15/2026
Also filed as Jake Reardon
At current firm
1 y
since Oct 11, 2024
In the industry
32 y
since Jul 29, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
9
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
- Osaic Wealth, Inc. BD affiliated currentsince Oct 11, 2024 · Bala Cynwyd, Pa
- American Portfolios Advisors, Inc formerMay 1, 2020 to Oct 11, 2024 · Holbrook, Ny
- Pss Benefits, LLC unclassifiedMar 27, 2017 to Dec 31, 2020 · Southampton, Pa
- Bcg Securities, Inc. independent RIAMay 3, 2012 to May 8, 2020 · Cherry Hill, Nj
- Ameriprise Financial Services, LLC national BDJul 11, 2002 to Dec 20, 2002 · West Conshohocken, Pa
Moves
a registration end followed by a registration begin elsewhere
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Pss Benefits, LLC to American Portfolios Advisors, Incleft Dec 31, 2020, registered May 1, 2020 (-244 days) · Other · moved with a team
- Bcg Securities, Inc. to Pss Benefits, LLCleft May 8, 2020, registered Mar 27, 2017 (-1138 days) · Other · moved with a team
- Ameriprise Financial Services, LLC to Bcg Securities, Inc.left Dec 20, 2002, registered May 3, 2012 (3422 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address