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 L Kilby
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jennifer Lynne Kilby
At current firm
4 y
since Aug 26, 2022
In the industry
29 y
since Nov 15, 1996 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Aug 26, 2022 · Westlake, Tx
- Vanguard Advisers, Inc. BD affiliatedOct 15, 2021 to Jul 5, 2022 · Scottsdale, Az
- Fisher Investments independent RIAApr 22, 2021 to Oct 15, 2021 · Plano, Tx
- Leslie Global Wealth, LLC independent RIANov 7, 2018 to Oct 17, 2019 · Mckinney, Tx
- Liberty Wealth Management, LLC independent RIAMay 18, 2018 to Nov 5, 2018 · Mckinney, Tx
- Liberty Wealth Management, LLC formerSep 14, 2015 to Oct 10, 2018 · Mckinney, Tx
- Tuttle Wealth Management, LLC formerDec 20, 2013 to Aug 26, 2015 · Riverside, Ct
- LPL Financial LLC BD affiliatedJul 8, 2003 to Dec 20, 2013 · Schaumburg, Il
- Equitable Advisors, LLC national BDJan 28, 2002 to Jul 29, 2003 · Oakbrook, Il
Moves
a registration end followed by a registration begin elsewhere
- Vanguard Advisers, Inc. to Charles Schwab & Co., Inc.left Jul 5, 2022, registered Aug 26, 2022 (52 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fisher Investments to Vanguard Advisers, Inc.left Oct 15, 2021, registered Oct 15, 2021 (0 days) · RIA to affiliated broker-dealer or bank
- Leslie Global Wealth, LLC to Fisher Investmentsleft Oct 17, 2019, registered Apr 22, 2021 (553 days) · RIA to RIA
- Liberty Wealth Management, LLC to Leslie Global Wealth, LLCleft Nov 5, 2018, registered Nov 7, 2018 (2 days) · RIA to RIA
- Liberty Wealth Management, LLC to Liberty Wealth Management, LLCleft Oct 10, 2018, registered May 18, 2018 (-145 days) · channel change inside one enterprise, not a move · moved with a team
- Tuttle Wealth Management, LLC to Liberty Wealth Management, LLCleft Aug 26, 2015, registered Sep 14, 2015 (19 days) · Other
- LPL Financial LLC to Tuttle Wealth Management, LLCleft Dec 20, 2013, registered Dec 20, 2013 (0 days) · Other
- Equitable Advisors, LLC to LPL Financial LLCleft Jul 29, 2003, registered Jul 8, 2003 (-21 days) · Other
Signals
- Jennifer L Kilby left Vanguard Advisers, Inc. for Charles Schwab & Co., Inc. (registered 2022-08-26)Jul 5, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address