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
Jodi Danielle Van Voorhis
Feed of 09/15/2026
Also filed as Jodi Danielle Jeffries
At current firm
0 y
since Apr 10, 2026
In the industry
29 y
since Aug 7, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince Apr 10, 2026 · Chicago, Il
- Equitable Advisors, LLC national BDSep 25, 2025 to Mar 23, 2026 · Falls Church, Va
- Northwest Financial Advisors LLC independent RIADec 3, 2020 to Jun 25, 2025 · Herndon, Va
- Eagle Strategies LLC BD affiliatedJun 13, 2019 to Dec 17, 2019 · Leesburg, Va
- LPL Financial LLC BD affiliatedSep 18, 2015 to Mar 22, 2019 · Reston, Va
- MML Investors Services, LLC BD affiliatedJun 10, 2013 to Feb 6, 2014 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to Cresset Asset Management, LLCleft Mar 23, 2026, registered Apr 10, 2026 (18 days) · Affiliated broker-dealer or bank to independent RIA
- Northwest Financial Advisors LLC to Equitable Advisors, LLCleft Jun 25, 2025, registered Sep 25, 2025 (92 days) · RIA to affiliated broker-dealer or bank
- Eagle Strategies LLC to Northwest Financial Advisors LLCleft Dec 17, 2019, registered Dec 3, 2020 (352 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Eagle Strategies LLCleft Mar 22, 2019, registered Jun 13, 2019 (83 days) · RIA to affiliated broker-dealer or bank
- MML Investors Services, LLC to LPL Financial LLCleft Feb 6, 2014, registered Sep 18, 2015 (589 days) · Other
Signals
- Jodi Danielle Van Voorhis left Equitable Advisors, Llc for Cresset Asset Management, Llc (registered 2026-04-10)Mar 23, 2026 · Advisor changed firm · fact
- Jodi Danielle Van Voorhis left Northwest Financial Advisors Llc for Equitable Advisors, Llc (registered 2025-09-25)Jun 25, 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address