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.

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.

Registered advisor

J•••• S•••••• D••••••

C•••••• S••••• • C••• I•••national BDDallas, Txdual registrantIAPD 4524893

Feed of 09/14/2026

Also filed as Jason Dugdale

At current firm

12 y

since Apr 1, 2014

In the industry

25 y

since Jul 25, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Apr 1, 2014 · Dallas, Tx
R•• former
May 27, 2008 to Mar 18, 2014 · Addison, Tx
R•• W••••• M••••••••• L•• unclassified
Sep 26, 2006 to Apr 21, 2008 · Dallas, Tx
R••••••••• A••••••• O• A•••••• unclassified
Apr 26, 2005 to Oct 2, 2006 · Dallas, Tx
L•• F•••••••• C••••••• L•• independent RIA
Nov 12, 2002 to Apr 25, 2005 · Dallas, Tx
E•••• • Y•••• I••••••••• A••••••• L•• no RAUM
May 22, 2002 to Nov 6, 2002 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

R•• to C•••••• S••••• • C••• I•••
left Mar 18, 2014, registered Apr 1, 2014 (14 days) · Other
R•• W••••• M••••••••• L•• to R••
left Apr 21, 2008, registered May 27, 2008 (36 days) · Other
R••••••••• A••••••• O• A•••••• to R•• W••••• M••••••••• L••
left Oct 2, 2006, registered Sep 26, 2006 (-6 days) · Other
L•• F•••••••• C••••••• L•• to R••••••••• A••••••• O• A••••••
left Apr 25, 2005, registered Apr 26, 2005 (1 days) · Other
E•••• • Y•••• I••••••••• A••••••• L•• to L•• F•••••••• C••••••• L••
left Nov 6, 2002, registered Nov 12, 2002 (6 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address