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 Nicholas Abeles
Feed of 09/14/2026
At current firm
11 y
since Jan 23, 2015
In the industry
24 y
since Apr 25, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Jan 23, 2015 · Sarasota, Fl
- Wells Fargo Advisors wirehouseMay 31, 2011 to Jan 20, 2015 · Tampa, Fl
- Synergy Investment Group, LLC formerFeb 18, 2011 to May 17, 2011 · Sarasota, Fl
- Uvest Financial Services Group, Inc. unclassifiedAug 12, 2009 to Dec 31, 2009 · Port Richey, Fl
- RBC Capital Markets, LLC national BDFeb 12, 2008 to Jan 29, 2009 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Raymond James & Associates, Inc.left Jan 20, 2015, registered Jan 23, 2015 (3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Synergy Investment Group, LLC to Wells Fargo Advisorsleft May 17, 2011, registered May 31, 2011 (14 days) · Other
- Uvest Financial Services Group, Inc. to Synergy Investment Group, LLCleft Dec 31, 2009, registered Feb 18, 2011 (414 days) · Other
- RBC Capital Markets, LLC to Uvest Financial Services Group, Inc.left Jan 29, 2009, registered Aug 12, 2009 (195 days) · Other
Signals
No dated event on this person.
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