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
Elizabeth Ann Juson
Feed of 09/14/2026
At current firm
7 y
since Oct 4, 2018
In the industry
26 y
since Oct 18, 1999 (earliest exam, job or registration)
Prior registered firms
5
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
- 1919 Investment Counsel, LLC independent RIA currentsince Oct 4, 2018 · San Francisco, Ca
- Rand & Associates formerNov 19, 2012 to Oct 5, 2018 · Baltimore, Md
- Rand & Associates formerDec 22, 2011 to Feb 16, 2012 · San Francisco, Ca
- San Francisco Sentry Investment Group formerApr 26, 2011 to Feb 16, 2012 · San Francisco, Ca
- Howe Barnes Capital Management, Inc. unclassifiedDec 7, 2007 to Mar 31, 2011 · Chicago, Il
- Hoefer & Arnett Capital Management, Inc. unclassifiedMar 30, 2004 to Dec 6, 2007 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Rand & Associates to 1919 Investment Counsel, LLCleft Oct 5, 2018, registered Oct 4, 2018 (-1 days) · RIA to RIA · moved with a team
- San Francisco Sentry Investment Group to Rand & Associatesleft Feb 16, 2012, registered Dec 22, 2011 (-56 days) · Other
- Howe Barnes Capital Management, Inc. to San Francisco Sentry Investment Groupleft Mar 31, 2011, registered Apr 26, 2011 (26 days) · Other
- Hoefer & Arnett Capital Management, Inc. to Howe Barnes Capital Management, Inc.left Dec 6, 2007, registered Dec 7, 2007 (1 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address