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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• E•••••• A••••

I••••• P••••••••• W•••••• L••independent RIACoral Gables, Fl IA-onlyIAPD 2630651

Feed of 09/15/2026

Also filed as Jorge Arias

At current firm

0 y

since Jul 15, 2026

In the industry

31 y

since Jul 10, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••• P••••••••• W•••••• L•• independent RIA current
since Jul 15, 2026 · Coral Gables, Fl
R•••• F••• M••••••••• L•• independent RIA
Dec 9, 2024 to Feb 10, 2026 · Lady Lake, Fl
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Dec 10, 2021 to Sep 19, 2022 · Fort Lauderdale, Fl
O••••••••• S••••••••• I••• BD affiliated
Aug 3, 2018 to Dec 17, 2021 · Coral Gables, Fl
M•• I•••••••• S•••••••• L•• BD affiliated
Jan 8, 2018 to Jun 6, 2018 · Coral Gables, Fl
T••••••••• F•••••••• A•••••••• L•• BD affiliated
Feb 5, 2007 to Dec 31, 2015 · Coral Gables, Fl
P•••••••• S••••••••• I••• BD affiliated
Apr 27, 2004 to Dec 16, 2006 · Coral Cables, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••• F••• M••••••••• L•• to I••••• P••••••••• W•••••• L••
left Feb 10, 2026, registered Jul 15, 2026 (155 days) · RIA to RIA
C•••••••• I••••••••• R••••••• A•••••••• I••• to R•••• F••• M••••••••• L••
left Sep 19, 2022, registered Dec 9, 2024 (812 days) · Affiliated broker-dealer or bank to independent RIA
O••••••••• S••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Dec 17, 2021, registered Dec 10, 2021 (-7 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to O••••••••• S••••••••• I•••
left Jun 6, 2018, registered Aug 3, 2018 (58 days) · Affiliated broker-dealer or bank to another
T••••••••• F•••••••• A•••••••• L•• to M•• I•••••••• S•••••••• L••
left Dec 31, 2015, registered Jan 8, 2018 (739 days) · Other
P•••••••• S••••••••• I••• to T••••••••• F•••••••• A•••••••• L••
left Dec 16, 2006, registered Feb 5, 2007 (51 days) · Other

Signals

J•••• E•••••• A•••• left R•••• F••• M••••••••• L•• for I••••• P••••••••• W•••••• L•• (registered 2026-07-15)
Feb 10, 2026 · Advisor changed firm · fact
J•••• E•••••• A•••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for R•••• F••• M••••••••• L•• (registered 2024-12-09)
Sep 19, 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: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address