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.

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Registered advisor

J••• P•••••

K••••• A••••••• S•••••••• L••BD affiliatedAustin, Tx dual registrantIAPD 4110228

Feed of 09/14/2026

Also filed as Jodi Jean Parker

At current firm

0 y

since Jan 6, 2026

In the industry

26 y

since Jan 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

K••••• A••••••• S•••••••• L•• BD affiliated current
since Jan 6, 2026 · Austin, Tx
E••••• J•••• national BD
Feb 9, 2017 to Dec 3, 2025 · Odessa, Tx
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to Feb 16, 2017 · Odessa, Tx
C•••• I••••••••• S••••••• C•••• former
Feb 26, 2009 to Oct 1, 2012 · Midland, Tx

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to K••••• A••••••• S•••••••• L••
left Dec 3, 2025, registered Jan 6, 2026 (34 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to E••••• J••••
left Feb 16, 2017, registered Feb 9, 2017 (-7 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

J••• P••••• left E••••• J•••• for K••••• A••••••• S•••••••• L•• (registered 2026-01-06)
Dec 3, 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