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.
Jennifer Lynn Merges
- Title
- Director of Client Experiencereportedghpia.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedghpia.com“With more than 20 years of experience in financial services, including positions at Oppenheimer, Fidelity, and Hewlett Packard, Jenny brings a depth of knowledge and a client-first perspective.”
- Professional profile
- ghpia.com/who-we-are/jenny-mergesreportedghpia.comfirm site, Sep 15, 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.
- Ghp Investment Advisors Inc independent RIA currentsince May 25, 2021 · Denver, Co
- Israel Investment Advisors, LLC asset manager currentsince May 25, 2021 · Denver, Co
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address