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•••• T••• F•••••
- Professional profile
- linkedin.com/in/jason-ferree-850ab022areportedadviserinfo.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.
- C•••••• S••••••••• M••••••••• I••• independent RIA currentsince Feb 18, 2022 · Glen Allen, Va
- W•••• F•••• A••••••• wirehouseSep 30, 2011 to Feb 28, 2022 · Raleigh, Nc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Oct 3, 2011 · Wilmington, Nc
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 26, 2007 to Oct 23, 2009 · Raleigh, Nc
- W•••• F•••• A••••••• wirehouseSep 16, 2005 to Oct 29, 2007 · Huntersville, Nc
- W•••• F•••• A••••••• to C•••••• S••••••••• M••••••••• I•••left Feb 28, 2022, registered Feb 18, 2022 (-10 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Oct 3, 2011, registered Sep 30, 2011 (-3 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Oct 29, 2007, registered Oct 26, 2007 (-3 days) · Other
- J•••• T••• F••••• left W•••• F•••• A••••••• for C•••••• S••••••••• M••••••••• I••• (registered 2022-02-18)Feb 28, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address