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.

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.

Registered advisor

J••••• E••• R•••••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedRoseville, Ca dual registrantIAPD 2921674

Certified Financial Planner

Feed of 09/15/2026

Also filed as Josh Reider

At current firm

6 y

since Oct 4, 2019

In the industry

28 y

since Sep 22, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
since Oct 4, 2019 · Roseville, Ca
F•• S••••••••• C••••••••• former
Aug 5, 2013 to Oct 11, 2019 · Atlanta, Ga
O••••••••• S••••••••• I••• BD affiliated
May 5, 2009 to Aug 22, 2013 · San Jose, Ca
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Jun 10, 2008 to Mar 26, 2009 · Palo Alto, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
Apr 24, 2007 to Jun 23, 2008 · Menlo Park, Ca

Moves

a registration end followed by a registration begin elsewhere

F•• S••••••••• C••••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Oct 11, 2019, registered Oct 4, 2019 (-7 days) · corporate re-registration, not a move
O••••••••• S••••••••• I••• to F•• S••••••••• C•••••••••
left Aug 22, 2013, registered Aug 5, 2013 (-17 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to O••••••••• S••••••••• I•••
left Mar 26, 2009, registered May 5, 2009 (40 days) · Other
C•••••••• G••••• M•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••
left Jun 23, 2008, registered Jun 10, 2008 (-13 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: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address