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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• A••••• P••••••
- Title
- President and Co-Chief Investment Officerreportedpratteswealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/jason-prattes-accredited-investment-fiduciary-109204a2reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•••••• W••••• P••••••• independent RIA currentsince Jan 21, 2020 · Newport Beach, Ca
- P•••• W••••• M••••••••• I••• unclassifiedSep 3, 2014 to Oct 18, 2019 · Newport Beach, Ca
- F•••••••• A•••••••• I••••••••• M••••••••• formerJan 5, 2012 to Aug 13, 2013 · Olympia, Wa
- L•• F•••••••• L•• BD affiliatedNov 30, 2010 to Oct 2, 2019 · Fort Mill, Sc
- N•• A•••••••• I••• unclassifiedSep 3, 2008 to Nov 30, 2010 · Capistrano Beach, Ca
- P•••• W••••• M••••••••• I••• to P•••••• W••••• P•••••••left Oct 18, 2019, registered Jan 21, 2020 (95 days) · Other
- L•• F•••••••• L•• to F•••••••• A•••••••• I••••••••• M•••••••••left Oct 2, 2019, registered Jan 5, 2012 (-2827 days) · Other
- F•••••••• A•••••••• I••••••••• M••••••••• to P•••• W••••• M••••••••• I•••left Aug 13, 2013, registered Sep 3, 2014 (386 days) · Other
- N•• A•••••••• I••• to L•• F•••••••• L••left Nov 30, 2010, registered Nov 30, 2010 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address