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
Jennifer Anne Jones
Feed of 09/14/2026
Also filed as Jennifer A. Masters
At current firm
2 y
since Jun 14, 2024
In the industry
33 y
since Feb 1, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jun 14, 2024 · Crofton, Md
- Securities America Advisors, Inc. formerSep 18, 2020 to Jun 14, 2024 · Crofton, Md
- Ssn Advisory, Inc. formerDec 16, 2019 to Sep 18, 2020 · Crofton, Md
- Commonwealth Financial Network national BDJan 4, 2010 to Dec 16, 2019 · Waltham, Ma
- Medallion Advisory Services, LLC unclassifiedApr 5, 2000 to Dec 31, 2009 · Crofton, Md
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Ssn Advisory, Inc. to Securities America Advisors, Inc.left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
- Commonwealth Financial Network to Ssn Advisory, Inc.left Dec 16, 2019, registered Dec 16, 2019 (0 days) · Affiliated broker-dealer or bank to another
- Medallion Advisory Services, LLC to Commonwealth Financial Networkleft Dec 31, 2009, registered Jan 4, 2010 (4 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address