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

Jeffrey John Fortune

Rfg Advisory, LLCindependent RIAVestavia Hills, Al dual registrantIAPD 2890636

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeff Fortune

At current firm

0 y

since Jul 14, 2026

In the industry

27 y

since Jan 1, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jeff-fortune-cfp%C2%AE-608502b5reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

Registration history

IAPD current and previous registrations

Rfg Advisory, LLC independent RIA current
since Jul 14, 2026 · Glen Allen, Va
Strategic Advisers LLC national BD
Mar 31, 2025 to Jun 18, 2026 · Montpelier, Va
Fidelity Personal And Workplace Advisors former
Aug 13, 2024 to Mar 31, 2025 · Midlothian, Va
Dp Grow LLC former
Nov 13, 2023 to Mar 22, 2024 · Richmond, Va
Charles Schwab & Co., Inc. national BD
Jan 21, 1999 to Apr 14, 2023 · Richmond, Va

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Rfg Advisory, LLC
left Jun 18, 2026, registered Jul 14, 2026 (26 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Dp Grow LLC to Fidelity Personal And Workplace Advisors
left Mar 22, 2024, registered Aug 13, 2024 (144 days) · Other
Charles Schwab & Co., Inc. to Dp Grow LLC
left Apr 14, 2023, registered Nov 13, 2023 (213 days) · Other

Signals

Jeffrey John Fortune left Strategic Advisers Llc for Rfg Advisory, Llc (registered 2026-07-14)
Jun 18, 2026 · Advisor changed firm · fact
Jeffrey John Fortune left Dp Grow Llc for Fidelity Personal And Workplace Advisors (registered 2024-08-13)
Mar 22, 2024 · Advisor changed firm · fact
Jeffrey John Fortune left Charles Schwab & Co., Inc. for Dp Grow Llc (registered 2023-11-13)
Apr 14, 2023 · 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address