DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Registered advisor

R•• B••••• J••••

I•• A••••••• L••independent RIALos Angeles, CaIA-onlyIAPD 4362740

Feed of 09/14/2026

At current firm

1 y

since Nov 6, 2024

In the industry

25 y

since Jul 6, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

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

Title: Managing Director | Wealth Advisorreportedifcadvisors.comfirm site, Sep 15, 2026
Years, as the firm states: 30reportedifcadvisors.com“Rex Jones brings 30 years of experience in the financial services industry to advise multi-generational families.”
Professional profile: ifcadvisors.com/rex-jones.htm?profilelayoutmode=lightreportedifcadvisors.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

I•• A••••••• L•• independent RIA current
since Nov 6, 2024 · Los Angeles, Ca
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to Nov 19, 2024 · Los Angeles, Ca
W•••• F•••• I••••••••• L•• unclassified
Jun 29, 2004 to Jan 3, 2011 · Los Angeles, Ca
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Jan 2, 2003 to Jul 14, 2004 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to I•• A••••••• L••
left Nov 19, 2024, registered Nov 6, 2024 (-13 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
B••• O• A•••••• I••••••••• S•••••••• I••• to W•••• F•••• I••••••••• L••
left Jul 14, 2004, registered Jun 29, 2004 (-15 days) · Other

Signals

R•• B••••• J•••• left W•••• F•••• A••••••• for I•• A••••••• L•• (registered 2024-11-06)
Nov 19, 2024 · 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