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 Michael Kiss
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Jason M. Kiss
At current firm
0 y
since Oct 17, 2025
In the industry
26 y
since Aug 25, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cibc Private Wealth Advisors, Inc. BD affiliated currentsince Oct 17, 2025 · Birmingham, Mi
- Aspiriant, LLC independent RIAJun 19, 2014 to Oct 15, 2025 · San Francisco, Ca
- Brownson, Rehmus & Foxworth, Inc. independent RIASep 1, 2011 to Jun 17, 2014 · Chicago, Il
- Bartlett & Co unclassifiedMar 20, 2001 to Aug 29, 2011 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Aspiriant, LLC to Cibc Private Wealth Advisors, Inc.left Oct 15, 2025, registered Oct 17, 2025 (2 days) · RIA to affiliated broker-dealer or bank
- Brownson, Rehmus & Foxworth, Inc. to Aspiriant, LLCleft Jun 17, 2014, registered Jun 19, 2014 (2 days) · Other
- Bartlett & Co to Brownson, Rehmus & Foxworth, Inc.left Aug 29, 2011, registered Sep 1, 2011 (3 days) · Other
Signals
- Jason Michael Kiss left Aspiriant, Llc for Cibc Private Wealth Advisors, Inc. (registered 2025-10-17)Oct 15, 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