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
Jayson Hans Jay
Feed of 09/14/2026
At current firm
1 y
since Oct 30, 2024
In the industry
27 y
since Apr 1, 1999 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- 5 Talents Advisors, Inc state registered currentsince Oct 30, 2024 · Cameron Park, Ca
- Arkadios Wealth Advisors BD affiliatedDec 7, 2021 to Oct 28, 2024 · Roseville, Ca
- Harvest Wealth Advisors Inc formerJan 4, 2012 to Dec 31, 2016 · Antelope, Ca
- Resource Investment Architects, Inc. formerSep 19, 2011 to Dec 31, 2021 · Petaluma, Ca
- Woodbury Financial Services, Inc. formerDec 17, 2008 to Aug 9, 2011 · Roseville, Ca
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Dec 22, 2008 · Sacramento, Ca
- Citicorp Investment Services unclassifiedOct 19, 2004 to May 29, 2007 · Sacramento, Ca
Moves
a registration end followed by a registration begin elsewhere
- Arkadios Wealth Advisors to 5 Talents Advisors, Incleft Oct 28, 2024, registered Oct 30, 2024 (2 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Resource Investment Architects, Inc. to Harvest Wealth Advisors Incleft Dec 31, 2021, registered Jan 4, 2012 (-3649 days) · Other
- Harvest Wealth Advisors Inc to Arkadios Wealth Advisorsleft Dec 31, 2016, registered Dec 7, 2021 (1802 days) · Other
- Woodbury Financial Services, Inc. to Resource Investment Architects, Inc.left Aug 9, 2011, registered Sep 19, 2011 (41 days) · Other
- Citigroup Global Markets Inc. to Woodbury Financial Services, Inc.left Dec 22, 2008, registered Dec 17, 2008 (-5 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
Signals
- Jayson Hans Jay left Arkadios Wealth Advisors for 5 Talents Advisors, Inc (registered 2024-10-30)Oct 28, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address