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••• B•••

S••••• W••••• A•••••••• I•••no RAUMOldsmar, Fldual registrantIAPD 4555238

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jack Newell Bell

At current firm

1 y

since Sep 11, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••• W••••• A•••••••• I••• no RAUM current
since Sep 11, 2025 · Oldsmar, Fl
F•• A••••••• L•• unclassified
Oct 9, 2024 to Aug 4, 2025 · Oldsmar, Fl
A••••••• S••••••• N•••••• independent RIA
Jun 12, 2023 to Sep 13, 2024 · Sarasota, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Feb 17, 2021 to Apr 5, 2023 · Atlanta, Ga
B••• S••••••••• L•• former
Aug 23, 2018 to Feb 17, 2021 · Atlanta, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 13, 2017 to Aug 17, 2018 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

F•• A••••••• L•• to S••••• W••••• A•••••••• I•••
left Aug 4, 2025, registered Sep 11, 2025 (38 days) · Other
A••••••• S••••••• N•••••• to F•• A••••••• L••
left Sep 13, 2024, registered Oct 9, 2024 (26 days) · Other
T••••• A••••••• S•••••••• I••• to A••••••• S••••••• N••••••
left Apr 5, 2023, registered Jun 12, 2023 (68 days) · Affiliated broker-dealer or bank to independent RIA
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• S••••••••• L••
left Aug 17, 2018, registered Aug 23, 2018 (6 days) · Wirehouse to affiliated broker-dealer or bank

Signals

J••• B••• left F•• A••••••• L•• for S••••• W••••• A•••••••• I••• (registered 2025-09-11)
Aug 4, 2025 · Advisor changed firm · fact
J••• B••• left A••••••• S••••••• N•••••• for F•• A••••••• L•• (registered 2024-10-09)
Sep 13, 2024 · Advisor changed firm · fact
J••• B••• left T••••• A••••••• S•••••••• I••• for A••••••• S••••••• N•••••• (registered 2023-06-12)
Apr 5, 2023 · 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: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address