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.
Jon Michael Mclain
- Title
- Senior Wealth Advisor & Director of Institutional Servicesreportedleapwealthmanagement.comfirm site, Sep 16, 2026
- Designations
- RICP, AIFreportedleapwealthmanagement.comas printed on the bio page, Sep 17, 2026
- Business email
- mmclain@leapwealth.comreportedleapwealthmanagement.comfirm site, Sep 16, 2026
- Professional profile
- leapwealthmanagement.com/team/mike-mclainreportedleapwealthmanagement.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Leap Wealth Management independent RIA currentsince Dec 20, 2018 · Round Rock, Tx
- Leap Wealth Management independent RIAAug 21, 2014 to May 24, 2018 · Dallas, Tx
- Precision Fiduciary Partners, LLC institutionalApr 28, 2010 to Oct 6, 2014 · Austin, Tx
- Voya Financial Advisors, Inc. BD affiliatedJun 3, 2008 to Apr 30, 2010 · Austin, Tx
- Precision Fiduciary Partners, LLC to Leap Wealth Managementleft Oct 6, 2014, registered Aug 21, 2014 (-46 days) · Other
- Voya Financial Advisors, Inc. to Precision Fiduciary Partners, LLCleft Apr 30, 2010, registered Apr 28, 2010 (-2 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address