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
Jason Church
Feed of 09/14/2026
Also filed as Jason Edward Church
At current firm
4 y
since Aug 17, 2022
In the industry
25 y
since Jun 8, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- J.P. Morgan Securities LLC wirehouse currentsince Aug 17, 2022 · Cranford, Nj
- Pnc Wealth Management BD affiliatedOct 29, 2018 to Jul 25, 2022 · Clark, Nj
- Santander Securities BD affiliatedMay 30, 2018 to Oct 11, 2018 · Scotch Plains, Nj
- Pnc Wealth Management BD affiliatedNov 13, 2017 to May 21, 2018 · Green Brook, Nj
- Adk Wealth Advisory Group independent RIAMar 20, 2017 to Nov 7, 2017 · Cranford, Nj
- Pgim Investments LLC asset managerJun 9, 2004 to Jun 27, 2016 · Newark, Nj
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to J.P. Morgan Securities LLCleft Jul 25, 2022, registered Aug 17, 2022 (23 days) · Affiliated broker-dealer or bank to wirehouse
- Santander Securities to Pnc Wealth Managementleft Oct 11, 2018, registered Oct 29, 2018 (18 days) · Affiliated broker-dealer or bank to another
- Pnc Wealth Management to Santander Securitiesleft May 21, 2018, registered May 30, 2018 (9 days) · Affiliated broker-dealer or bank to another
- Adk Wealth Advisory Group to Pnc Wealth Managementleft Nov 7, 2017, registered Nov 13, 2017 (6 days) · Other
- Pgim Investments LLC to Adk Wealth Advisory Groupleft Jun 27, 2016, registered Mar 20, 2017 (266 days) · Other
Signals
- Jason Church left Pnc Wealth Management for J.P. Morgan Securities Llc (registered 2022-08-17)Jul 25, 2022 · 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
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address