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.

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.

Registered advisor

J•••••• M•••••••

I••••••••• F•••••••• P•••••••BD affiliatedPortsmouth, Nh IA-onlyIAPD 3274273

Feed of 09/14/2026

Also filed as Jeffrey Lee Mcdonald

At current firm

0 y

since Sep 30, 2025

In the industry

26 y

since Oct 7, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• F•••••••• P••••••• BD affiliated current
since Sep 30, 2025 · Tampa, Fl
F•••••••• P•••••• W••••• unclassified
Mar 6, 2025 to Mar 10, 2025 · Portsmouth, Nh
A••••••• S••••••• N•••••• i••••••••• wealth
Oct 4, 2022 to Oct 2, 2025 · Andover, Ma
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 8, 2004 to Dec 31, 2004 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

A••••••• S••••••• N•••••• to F•••••••• P•••••• W•••••
left Oct 2, 2025, registered Mar 6, 2025 (-210 days) · Other
F•••••••• P•••••• W••••• to I••••••••• F•••••••• P•••••••
left Mar 10, 2025, registered Sep 30, 2025 (204 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••• S••••••• N••••••
left Dec 31, 2004, registered Oct 4, 2022 (6486 days) · Wirehouse to independent RIA

Signals

J•••••• M••••••• left A••••••• S••••••• N•••••• for F•••••••• P•••••• W••••• (registered 2025-03-06)
Oct 2, 2025 · Advisor changed firm · fact
J•••••• M••••••• left F•••••••• P•••••• W••••• for I••••••••• F•••••••• P••••••• (registered 2025-09-30)
Mar 10, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address