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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• P••• F•••••••
- Title
- Chief Stewardship Officerreportedpalomaradvisors.comfirm site, Sep 16, 2026
- Founder
- “J••• F••••••• is the M••••••• Partner and F•••••• of P•••••• Advisors, bringing more than three decades of experience in the financial services industry.”reportedpalomaradvisors.comthe sentence on the bio page
- Partner or owner
- “J••• F••••••• is the M••••••• Partner and F•••••• of P•••••• Advisors, bringing more than three decades of experience in the financial services industry.”reportedpalomaradvisors.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/john-fountain-palomar-advisorsreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- palomaradvisors.com/team-members/john-fountainreportedpalomaradvisors.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/john-fountain-palomar-advisorsreportedpalomaradvisors.comfirm site, Sep 16, 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.
- P•••••• A••••••• I••• mixed wealth currentsince Jan 15, 2020 · Temecula, Ca
- A••••••• A••••••• S••••••• formerMay 11, 2016 to Nov 30, 2016 · Temecula, Ca
- E•• F•••••••• A••••••• independent RIAApr 23, 2014 to Mar 18, 2016 · Montpelier, Vt
- P•••• S••••••••• L•• no RAUMMay 7, 2010 to Jan 10, 2014 · San Diego, Ca
- M•• F•••••••• S•••••••• I••• formerSep 18, 2002 to Apr 30, 2010 · Murrieta, Ca
- A••••••• A••••••• S••••••• to P•••••• A••••••• I•••left Nov 30, 2016, registered Jan 15, 2020 (1141 days) · Other
- E•• F•••••••• A••••••• to A••••••• A••••••• S•••••••left Mar 18, 2016, registered May 11, 2016 (54 days) · Other · moved with a team
- P•••• S••••••••• L•• to E•• F•••••••• A•••••••left Jan 10, 2014, registered Apr 23, 2014 (103 days) · Other
- M•• F•••••••• S•••••••• I••• to P•••• S••••••••• L••left Apr 30, 2010, registered May 7, 2010 (7 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address