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
Alexandra Rueb
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Alexandra Lynn Franssen
At current firm
1 y
since May 25, 2025
In the industry
28 y
since Apr 20, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gc Wealth Management Ria, LLC independent RIA currentsince May 25, 2025 · San Francisco, Ca
- J.P. Morgan Securities LLC wirehouseMay 30, 2024 to May 22, 2025 · Walnut Creek, Ca
- J.P. Morgan Private Wealth Advisors LLC formerJun 13, 2014 to Mar 17, 2025 · San Francisco, Ca
- Barclays Capital Inc. formerJan 4, 2011 to Jun 5, 2014 · San Francisco, Ca
- Thomas Weisel Partners LLC formerSep 7, 2004 to Jan 27, 2011 · San Francisco, Ca
- Banc Of America Investment Services, Inc. unclassifiedAug 19, 2003 to Nov 10, 2004 · San Francisco, Ca
- Banc Of America Securities LLC unclassifiedApr 5, 2000 to Aug 20, 2003 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Gc Wealth Management Ria, LLCleft May 22, 2025, registered May 25, 2025 (3 days) · Wirehouse to independent RIA · moved with a team
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Mar 17, 2025, registered May 30, 2024 (-291 days) · corporate re-registration, not a move
- Barclays Capital Inc. to J.P. Morgan Private Wealth Advisors LLCleft Jun 5, 2014, registered Jun 13, 2014 (8 days) · Other
- Thomas Weisel Partners LLC to Barclays Capital Inc.left Jan 27, 2011, registered Jan 4, 2011 (-23 days) · Other
- Banc Of America Investment Services, Inc. to Thomas Weisel Partners LLCleft Nov 10, 2004, registered Sep 7, 2004 (-64 days) · Other
- Banc Of America Securities LLC to Banc Of America Investment Services, Inc.left Aug 20, 2003, registered Aug 19, 2003 (-1 days) · corporate re-registration, not a move
Signals
- Alexandra Rueb left J.P. Morgan Securities Llc for Gc Wealth Management Ria, Llc (registered 2025-05-25)May 22, 2025 · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address