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
Jackson John Lounsberry
Feed of 09/15/2026
At current firm
0 y
since Aug 18, 2026
In the industry
29 y
since May 29, 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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lyons Wealth Management independent RIA currentsince Aug 18, 2026 · Bonita Springs, Fl
- Sia-Summit Investment Advisors unclassifiedOct 1, 2013 to Mar 31, 2014 · Southlake, Tx
- Brokersxpress LLC formerDec 10, 2007 to Sep 10, 2012 · Chicago, Il
- Jmg Capital Advisors, LLC unclassifiedJul 20, 2007 to Mar 25, 2008 · Aurora, Ia
- Wintrust Investments formerJan 8, 2007 to Dec 21, 2007 · Eagle, Co
- Great Lakes Advisors, LLC otherJan 15, 2002 to Dec 31, 2006 · Cedar Falls, Ia
Moves
a registration end followed by a registration begin elsewhere
- Sia-Summit Investment Advisors to Lyons Wealth Managementleft Mar 31, 2014, registered Aug 18, 2026 (4523 days) · Other
- Brokersxpress LLC to Sia-Summit Investment Advisorsleft Sep 10, 2012, registered Oct 1, 2013 (386 days) · Other
- Jmg Capital Advisors, LLC to Brokersxpress LLCleft Mar 25, 2008, registered Dec 10, 2007 (-106 days) · Other
- Wintrust Investments to Jmg Capital Advisors, LLCleft Dec 21, 2007, registered Jul 20, 2007 (-154 days) · Other
- Great Lakes Advisors, LLC to Wintrust Investmentsleft Dec 31, 2006, registered Jan 8, 2007 (8 days) · Other
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