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•••• A•••••• C•••••

V•••••• C•••••• M••••••••• I•••asset managerSan Antonio, TxIA-onlyIAPD 4129908

Feed of 09/14/2026

Also filed as Jesse C•••••

At current firm

5 y

since Jun 2, 2021

In the industry

26 y

since Mar 14, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V•••••• C•••••• M••••••••• I••• asset manager current
since Jun 2, 2021 · San Antonio, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jul 2, 2019 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Apr 19, 2013 to Jan 8, 2018 · San Antonio, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Dec 18, 2006 to Apr 22, 2013 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

U••• I••••••••• S••••••• C•••••• to V•••••• C•••••• M••••••••• I•••
left Jul 2, 2019, registered Jun 2, 2021 (701 days) · corporate re-registration, not a move
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••
left Apr 22, 2013, registered Apr 19, 2013 (-3 days) · corporate re-registration, not a move

Signals

J•••• A•••••• C••••• no longer holds an investment adviser registration (last listed at V•••••• C•••••• M••••••••• I••• on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived

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: Asset manager (funds and pooled vehicles)derived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address