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
Jordan Dean Main
Feed of 09/15/2026
At current firm
2 y
since May 3, 2024
In the industry
24 y
since May 11, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Foundations Investment Advisors LLC independent RIA currentsince May 3, 2024 · Brighton, Mi
- Gradient Advisors, LLC independent RIAOct 31, 2019 to May 1, 2024 · Arden Hills, Mn
- Coppell Advisory Solutions LLC independent RIAJul 2, 2018 to Jan 27, 2020 · Brighton, Mi
- Ae Wealth Management, LLC BD affiliatedDec 21, 2017 to Jul 10, 2018 · Brighton, Mi
- Spc BD affiliatedMay 7, 2004 to Sep 11, 2006 · Farmington Hills, Mi
- Spc BD affiliatedAug 28, 2003 to Dec 31, 2003 · Farmington Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- Gradient Advisors, LLC to Foundations Investment Advisors LLCleft May 1, 2024, registered May 3, 2024 (2 days) · RIA to RIA
- Coppell Advisory Solutions LLC to Gradient Advisors, LLCleft Jan 27, 2020, registered Oct 31, 2019 (-88 days) · RIA to RIA · moved with a team
- Ae Wealth Management, LLC to Coppell Advisory Solutions LLCleft Jul 10, 2018, registered Jul 2, 2018 (-8 days) · RIA to RIA · moved with a team
- Spc to Ae Wealth Management, LLCleft Sep 11, 2006, registered Dec 21, 2017 (4119 days) · Other
Signals
- Jordan Dean Main left Gradient Advisors, Llc for Foundations Investment Advisors Llc (registered 2024-05-03)May 1, 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