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 Andrew Lunsford
Feed of 09/15/2026
Also filed as Jason A Lunsford
At current firm
1 y
since Feb 3, 2025
In the industry
25 y
since Nov 7, 2000 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Vandalia Wealth independent RIA currentsince Jul 1, 2026 · Charleston, Wv
- Axxcess Wealth Management, LLC independent RIA currentsince Feb 3, 2025 · Charleston, Wv
- Forvis Mazars Wealth Advisors, LLC independent RIAJun 13, 2022 to Jan 30, 2025 · Springfield, Mo
- Dixon Hughes Goodman Wealth Advisors LLC formerJan 5, 2017 to Aug 24, 2022 · Charleston, Wv
- Dixon Hughes Goodman Wealth Advisors LLC formerMar 10, 2010 to Dec 31, 2016 · Charleston, Wv
- RBC Capital Markets, LLC national BDMar 13, 2009 to Mar 4, 2010 · Charleston, Wv
- Ferris, Baker Watts, LLC unclassifiedApr 2, 2008 to Mar 13, 2009 · Charleston, Wv
- Arnett Carbis Toothman Wealth Advisors LLC formerAug 8, 2007 to Feb 11, 2008 · Charleston, Wv
- Ferris, Baker Watts, LLC unclassifiedMay 10, 2005 to Jul 25, 2007 · Charleston, Wv
- Bb&T Asset Management, Inc. unclassifiedAug 13, 2002 to Mar 2, 2005 · Raligh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Forvis Mazars Wealth Advisors, LLC to Axxcess Wealth Management, LLCleft Jan 30, 2025, registered Feb 3, 2025 (4 days) · RIA to RIA · moved with a team
- Dixon Hughes Goodman Wealth Advisors LLC to Forvis Mazars Wealth Advisors, LLCleft Aug 24, 2022, registered Jun 13, 2022 (-72 days) · RIA to RIA
- RBC Capital Markets, LLC to Dixon Hughes Goodman Wealth Advisors LLCleft Mar 4, 2010, registered Mar 10, 2010 (6 days) · Other
- Ferris, Baker Watts, LLC to RBC Capital Markets, LLCleft Mar 13, 2009, registered Mar 13, 2009 (0 days) · corporate re-registration, not a move
- Arnett Carbis Toothman Wealth Advisors LLC to Ferris, Baker Watts, LLCleft Feb 11, 2008, registered Apr 2, 2008 (51 days) · Other
- Ferris, Baker Watts, LLC to Arnett Carbis Toothman Wealth Advisors LLCleft Jul 25, 2007, registered Aug 8, 2007 (14 days) · Other
- Bb&T Asset Management, Inc. to Ferris, Baker Watts, LLCleft Mar 2, 2005, registered May 10, 2005 (69 days) · Other
Signals
- Jason Andrew Lunsford left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-02-03)Jan 30, 2025 · Advisor changed firm · fact
- Jason Andrew Lunsford left Dixon Hughes Goodman Wealth Advisors Llc for Forvis Mazars Wealth Advisors, Llc (registered 2022-06-13)Aug 24, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address