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
Jason Stephen Cheu
Feed of 09/14/2026
At current firm
0 y
since Sep 3, 2026
In the industry
24 y
since Feb 13, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Sep 3, 2026 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseJan 22, 2020 to Sep 11, 2026 · Mill Valley, Ca
- Robert W. Baird & Co. Incorporated mixed wealthMay 17, 2016 to Feb 14, 2020 · Mill Valley, Ca
- Gordian Wealth Advisors, LLC independent RIAJan 11, 2016 to May 18, 2016 · Mill Valley, Ca
- Crosspoint Capital Management formerJun 27, 2014 to Dec 31, 2015 · Orinda, Ca
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Raymond James & Associates, Inc.left Sep 11, 2026, registered Sep 3, 2026 (-8 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Robert W. Baird & Co. Incorporated to UBS Financial Services Inc.left Feb 14, 2020, registered Jan 22, 2020 (-23 days) · RIA to wirehouse · moved with a team
- Gordian Wealth Advisors, LLC to Robert W. Baird & Co. Incorporatedleft May 18, 2016, registered May 17, 2016 (-1 days) · Other
- Crosspoint Capital Management to Gordian Wealth Advisors, LLCleft Dec 31, 2015, registered Jan 11, 2016 (11 days) · Other · moved with a team
Signals
- Jason Stephen Cheu left Ubs Financial Services Inc. for Raymond James & Associates, Inc. (registered 2026-09-03)Sep 11, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address