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
Jared Daniel Stubbs
Feed of 09/14/2026
At current firm
11 y
since Oct 27, 2014
In the industry
29 y
since Oct 23, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Narus Financial Partners, LLC independent RIA currentsince Oct 27, 2014 · Salt Lake City, Ut
- Creative Planning independent RIAJul 23, 2013 to Sep 23, 2014 · Centerville, Ut
- Guardian Wealth Management independent RIAFeb 9, 2012 to Jul 29, 2013 · Salt Lake City, Ut
- Charles Schwab & Co., Inc. national BDJun 10, 2004 to Jan 19, 2012 · Salt Lake City, Ut
- Goldman Sachs & Co. LLC wirehouseAug 17, 2001 to Jun 7, 2004 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning to Narus Financial Partners, LLCleft Sep 23, 2014, registered Oct 27, 2014 (34 days) · Other
- Guardian Wealth Management to Creative Planningleft Jul 29, 2013, registered Jul 23, 2013 (-6 days) · Other
- Charles Schwab & Co., Inc. to Guardian Wealth Managementleft Jan 19, 2012, registered Feb 9, 2012 (21 days) · Other
- Goldman Sachs & Co. LLC to Charles Schwab & Co., Inc.left Jun 7, 2004, registered Jun 10, 2004 (3 days) · Wirehouse to affiliated broker-dealer or bank
Signals
No dated event on this person.
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address