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
Jonathan Pope
Feed of 09/15/2026
Also filed as Jonathan Blake Pope
At current firm
1 y
since Mar 31, 2025
In the industry
26 y
since Sep 1, 2000 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Durham, Nc
- Fidelity Personal And Workplace Advisors formerMar 29, 2022 to Mar 31, 2025 · Durham, Nc
- Fortress Private Ledger, LLC independent RIAOct 26, 2018 to Oct 25, 2021 · Raleigh, Nc
- Woodbridge Advisors unclassifiedApr 28, 2018 to Oct 12, 2018 · Fuquay Varina, Nc
- Scottrade Investment Management formerFeb 8, 2017 to Mar 9, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Fortress Private Ledger, LLC to Fidelity Personal And Workplace Advisorsleft Oct 25, 2021, registered Mar 29, 2022 (155 days) · RIA to affiliated broker-dealer or bank
- Woodbridge Advisors to Fortress Private Ledger, LLCleft Oct 12, 2018, registered Oct 26, 2018 (14 days) · Other
- Scottrade Investment Management to Woodbridge Advisorsleft Mar 9, 2018, registered Apr 28, 2018 (50 days) · Other
Signals
No dated event on this person.
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
- National broker-dealer RIAderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address