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••••• F••••••
- Professional profile
- valeofinancial.com/employee/josh-frazierreportedvaleofinancial.comfirm site, Sep 15, 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.
- V•••• F•••••••• A•••••••• L•• independent RIA currentsince Oct 22, 2025 · Carmel, In
- J••• M••••• S••••••••• L•• wirehouseAug 3, 2017 to Apr 7, 2025 · Carmel, In
- C•••••• S••••• • C••• I••• national BDMay 14, 2014 to Jul 25, 2017 · Indianapolis, In
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedOct 22, 2013 to Apr 3, 2014 · Carmel, In
- O••••••••• S••••••••• I••• BD affiliatedNov 13, 2012 to Sep 19, 2013 · Indianapolis, In
- J••• M••••• S••••••••• L•• to V•••• F•••••••• A•••••••• L••left Apr 7, 2025, registered Oct 22, 2025 (198 days) · Wirehouse to independent RIA
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Jul 25, 2017, registered Aug 3, 2017 (9 days) · Affiliated broker-dealer or bank to wirehouse
- T••••••••• F•••••••• A•••••••• L•• to C•••••• S••••• • C••• I•••left Apr 3, 2014, registered May 14, 2014 (41 days) · Other
- O••••••••• S••••••••• I••• to T••••••••• F•••••••• A•••••••• L••left Sep 19, 2013, registered Oct 22, 2013 (33 days) · Other
- J••••• F•••••• left J••• M••••• S••••••••• L•• for V•••• F•••••••• A•••••••• L•• (registered 2025-10-22)Apr 7, 2025 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address