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Registered advisor
J•••••• J•••• V••••••••
Feed of 09/14/2026
Also filed as Jeffrey Vandevoir
At current firm
2 y
since Jul 4, 2024
In the industry
24 y
since Mar 16, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
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
- E• W••••• A••••••• independent RIA currentsince Jul 4, 2024 · Walnut Creek, Ca
- C•••••• S••••• • C••• I••• national BDJan 9, 2022 to Jan 10, 2024 · San Mateo, Ca
- T• A••••••••• I••• formerJun 20, 2017 to Oct 14, 2022 · San Francisco, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerJun 20, 2017 to Sep 7, 2023 · San Francisco, Ca
- U••• B•••••• A•••••••• L•• BD affiliatedJan 17, 2017 to Jun 26, 2017 · Oakland, Ca
- T• A••••••••• I••• formerJan 6, 2016 to Jan 3, 2017 · Walnut Creek, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerJan 6, 2016 to Jan 3, 2017 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- C•••••• S••••• • C••• I••• to E• W••••• A•••••••left Jan 10, 2024, registered Jul 4, 2024 (176 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Sep 7, 2023, registered Jan 9, 2022 (-606 days) · corporate re-registration, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 14, 2022, registered Jun 20, 2017 (-1942 days) · corporate re-registration, not a move
- U••• B•••••• A•••••••• L•• to T• A••••••••• I•••left Jun 26, 2017, registered Jun 20, 2017 (-6 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jan 3, 2017, registered Jan 6, 2016 (-363 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jan 3, 2017, registered Jan 6, 2016 (-363 days) · channel change inside one enterprise, not a move
Signals
- J•••••• J•••• V•••••••• left C•••••• S••••• • C••• I••• for E• W••••• A••••••• (registered 2024-07-04)Jan 10, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address