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.
A••• J••••••••
- Professional profile
- linkedin.com/in/alan-jardeleza-697b9121reportedadviserinfo.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.
- A••• • C••••••• L•• state registered currentsince Jun 17, 2026 · West Palm Beach, Fl
- L•••• W••••• M••••••••• independent RIAApr 2, 2026 to Jun 12, 2026 · Palm Beach, Fl
- L•••• W••••• M••••••••• independent RIAJun 12, 2019 to Dec 31, 2020 · Palm Beach, Fl
- L•••• W••••• M••••••••• independent RIAJun 12, 2019 to Dec 31, 2025 · Winter Park, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 6, 2012 to Dec 19, 2018 · Palm Beach, Fl
- P••••••••• E••••• G••••• L•• unclassifiedJan 12, 2001 to Jan 9, 2003 · Stuart, Fl
- L•••• W••••• M••••••••• to A••• • C••••••• L••left Jun 12, 2026, registered Jun 17, 2026 (5 days) · RIA to a state-registered adviser
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•••• W••••• M•••••••••left Dec 19, 2018, registered Jun 12, 2019 (175 days) · Wirehouse to independent RIA
- P••••••••• E••••• G••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 9, 2003, registered Mar 6, 2012 (3344 days) · Other
- A••• J•••••••• left L•••• W••••• M••••••••• for A••• • C••••••• L•• (registered 2026-06-17)Jun 12, 2026 · Advisor changed firm · fact
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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address