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

Jeannie P. Adams

Insigneo Advisory Services, LLCmixed wealthMiami, Fl dual registrantIAPD 2598098

Feed of 09/14/2026

Also filed as Jeannie Paola Adams

At current firm

1 y

since Jan 16, 2025

In the industry

29 y

since Jan 3, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Insigneo Advisory Services, LLC mixed wealth current
since Jan 16, 2025 · Davie, Fl
Morgan Stanley wirehouse
Nov 19, 2013 to Aug 2, 2024 · Miami, Fl
Barclays Capital Inc. former
Sep 28, 2012 to Dec 6, 2013 · Miami, Fl
UBS Financial Services Inc. wirehouse
Jan 1, 2010 to Oct 8, 2012 · Miami, Fl
UBS International Inc. unclassified
Jun 4, 2007 to Jan 1, 2010 · Miami, Fl
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Jun 12, 2007 · Miami, Fl
Prudential Equity Group, LLC unclassified
Jan 3, 1997 to Jul 1, 2003 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Insigneo Advisory Services, LLC
left Aug 2, 2024, registered Jan 16, 2025 (167 days) · Wirehouse to affiliated broker-dealer or bank
Barclays Capital Inc. to Morgan Stanley
left Dec 6, 2013, registered Nov 19, 2013 (-17 days) · Other
UBS Financial Services Inc. to Barclays Capital Inc.
left Oct 8, 2012, registered Sep 28, 2012 (-10 days) · Other
UBS International Inc. to UBS Financial Services Inc.
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to UBS International Inc.
left Jun 12, 2007, registered Jun 4, 2007 (-8 days) · Other
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Jeannie P. Adams left Morgan Stanley for Insigneo Advisory Services, Llc (registered 2025-01-16)
Aug 2, 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address