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 Cowans
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Jan 30, 2026
In the industry
26 y
since Jul 25, 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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Jan 30, 2026 · Chandler, Az
- Edelman Financial Engines independent RIAOct 12, 2018 to Feb 20, 2026 · Tempe, Az
- Edelman Financial Services, LLC formerAug 31, 2011 to Nov 1, 2018 · Tempe, Az
- Ausdal Financial Partners, Inc. independent RIAFeb 11, 2011 to Aug 3, 2011 · Downers Grove, Il
- Qa3 Financial LLC unclassifiedNov 13, 2007 to Feb 11, 2011 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Engines to Robert W. Baird & Co. Incorporatedleft Feb 20, 2026, registered Jan 30, 2026 (-21 days) · RIA to RIA · moved with a team
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Oct 12, 2018 (-20 days) · corporate re-registration, not a move
- Ausdal Financial Partners, Inc. to Edelman Financial Services, LLCleft Aug 3, 2011, registered Aug 31, 2011 (28 days) · Other
- Qa3 Financial LLC to Ausdal Financial Partners, Inc.left Feb 11, 2011, registered Feb 11, 2011 (0 days) · Other
Signals
- Jason Cowans left Edelman Financial Engines for Robert W. Baird & Co. Incorporated (registered 2026-01-30)Feb 20, 2026 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address