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
Jeffery Lee Ahrens
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeffrey Ahrens
At current firm
5 y
since Feb 25, 2021
In the industry
25 y
since Jan 10, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
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
- Gladstone Wealth Partners BD affiliated currentsince Feb 25, 2021 · Medford, Nj
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 12, 2018 to Feb 26, 2021 · Windsor, Nj
- LPL Financial LLC BD affiliatedFeb 23, 2010 to Mar 8, 2018 · Medford, Nj
- Td Wealth Management Services Inc. unclassifiedApr 17, 2006 to Feb 17, 2010 · Cherry Hill, Nj
- Banc Of America Investment Services, Inc. unclassifiedOct 20, 2004 to Apr 17, 2006 · Bricktown, Nj
- Quick & Reilly, Inc. unclassifiedMay 12, 2003 to Oct 20, 2004 · Brick, Nj
- Morgan Stanley Dw Inc. unclassifiedJun 3, 2002 to May 6, 2003 · Toms River, Nj
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Gladstone Wealth Partnersleft Feb 26, 2021, registered Feb 25, 2021 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Raymond James Financial Services Advisors, Incleft Mar 8, 2018, registered Mar 12, 2018 (4 days) · RIA to affiliated broker-dealer or bank
- Td Wealth Management Services Inc. to LPL Financial LLCleft Feb 17, 2010, registered Feb 23, 2010 (6 days) · Other
- Banc Of America Investment Services, Inc. to Td Wealth Management Services Inc.left Apr 17, 2006, registered Apr 17, 2006 (0 days) · Other
- Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Quick & Reilly, Inc.left May 6, 2003, registered May 12, 2003 (6 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address