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•••••• D••• A••••
- Title
- Partner and Managing Directorreportedmissionwealth.comfirm site, Sep 15, 2026
- Professional profile
- missionwealth.com/team/jeff-avilareportedmissionwealth.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.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Apr 5, 2018 · Santa Barbara, Ca
- O•••• F•••••••• G••••• L•• independent RIAFeb 29, 2016 to Apr 4, 2018 · Santa Barbara, Ca
- S•••••••• A••••••• L•• national BDMar 4, 2010 to Mar 7, 2016 · Santa Barbara, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerMay 14, 2009 to Jul 23, 2009 · Oxnard, Ca
- T• A••••••••• I••• formerMay 14, 2009 to Jul 23, 2009 · Thousand Oaks, Ca
- F••••• I••••••••• independent RIAAug 23, 2007 to May 11, 2009 · Santa Barbara, Ca
- S•••••••• A••••••• L•• national BDNov 22, 2005 to Sep 6, 2007 · Santa Barbara, Ca
- O•••• F•••••••• G••••• L•• to M•••••• W••••• M••••••••• L•left Apr 4, 2018, registered Apr 5, 2018 (1 days) · RIA to RIA
- S•••••••• A••••••• L•• to O•••• F•••••••• G••••• L••left Mar 7, 2016, registered Feb 29, 2016 (-7 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jul 23, 2009, registered May 14, 2009 (-70 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jul 23, 2009, registered May 14, 2009 (-70 days) · channel change inside one enterprise, not a move
- F••••• I••••••••• to T• A••••••••• I••••••••• M••••••••• L••left May 11, 2009, registered May 14, 2009 (3 days) · Other
- S•••••••• A••••••• L•• to F••••• I•••••••••left Sep 6, 2007, registered Aug 23, 2007 (-14 days) · Other
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address