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

Jon A Duprau

Quantum Portfolio Management, LLCmixed wealthNew York, NyIA-onlyIAPD 4349379

Feed of 09/14/2026

Also filed as Jon Anthony Duprau

At current firm

3 y

since May 22, 2023

In the industry

25 y

since May 10, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: qmpm.com/about-us/jon-dupraureportedqmpm.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

Index Technologies Group LLC other current
since May 21, 2024 · New York, Ny
Quantum Portfolio Management, LLC mixed wealth current
since May 22, 2023 · New York, Ny
Ashton Thomas Securities, LLC independent RIA
May 21, 2024 to Jun 25, 2025 · New York, Ny
Raymond James & Associates, Inc. national BD
Apr 13, 2018 to Jun 21, 2023 · Los Angeles, Ca
J.P. Morgan Securities LLC wirehouse
May 12, 2011 to Apr 17, 2018 · Santa Barbara, Ca
Wells Fargo Advisors wirehouse
Jul 1, 2003 to May 13, 2011 · Santa Barbara, Ca
Prudential Equity Group, LLC unclassified
Oct 18, 2001 to Jul 1, 2003 · Santa Barbara, Ca

Moves

a registration end followed by a registration begin elsewhere

Ashton Thomas Securities, LLC to Index Technologies Group LLC
left Jun 25, 2025, registered May 21, 2024 (-400 days) · RIA to RIA
Raymond James & Associates, Inc. to Quantum Portfolio Management, LLC
left Jun 21, 2023, registered May 22, 2023 (-30 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
J.P. Morgan Securities LLC to Raymond James & Associates, Inc.
left Apr 17, 2018, registered Apr 13, 2018 (-4 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Wells Fargo Advisors to J.P. Morgan Securities LLC
left May 13, 2011, registered May 12, 2011 (-1 days) · Wirehouse to wirehouse
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Jon A Duprau left Ashton Thomas Securities, Llc for Index Technologies Group Llc (registered 2024-05-21)
Jun 25, 2025 · Advisor changed firm · fact
Jon A Duprau left Raymond James & Associates, Inc. for Quantum Portfolio Management, Llc (registered 2023-05-22)
Jun 21, 2023 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address