RIA Intelligence

• Bluespring Wealth Management, LLC independent RIA current
  since May 20, 2026 · Roseville, Ca
• Bedell Frazier Investment Counselling, LLC. former
  Mar 4, 2026 to Jun 8, 2026 · Roseville, Ca
• Capital Planning Advisors LLC former
  Jan 5, 2024 to Jun 8, 2026 · Roseville, Ca
• Ameriprise Financial Services, LLC national BD
  Nov 3, 2023 to Jan 8, 2024 · Sacramento, Ca
• Comerica Securities former
  Jan 26, 2016 to Nov 3, 2023 · Sacramento, Ca
• LPL Financial LLC BD affiliated
  Jul 15, 2013 to Feb 9, 2016 · Pittsburg, Ca
• Wells Fargo Advisors wirehouse
  May 3, 2010 to Jun 24, 2013 · Roseville, Ca
• Waddell & Reed former
  Dec 19, 2008 to May 4, 2010 · Sacramento, Ca
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  Nov 1, 2005 to Sep 25, 2007 · Sacramento, Ca
• Banc Of America Investment Services, Inc. unclassified
  Oct 20, 2004 to Oct 25, 2005 · Oxford, Ma
• Quick & Reilly, Inc. unclassified
  Aug 4, 2003 to Oct 20, 2004 · Worcester, Ma

• Capital Planning Advisors LLC to Bedell Frazier Investment Counselling, LLC.
  left Jun 8, 2026, registered Mar 4, 2026 (-96 days) · RIA to RIA · moved with a team
• Bedell Frazier Investment Counselling, LLC. to Bluespring Wealth Management, LLC
  left Jun 8, 2026, registered May 20, 2026 (-19 days) · RIA to RIA · moved with a team
• Ameriprise Financial Services, LLC to Capital Planning Advisors LLC
  left Jan 8, 2024, registered Jan 5, 2024 (-3 days) · Affiliated broker-dealer or bank to independent RIA
• Comerica Securities to Ameriprise Financial Services, LLC
  left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
• LPL Financial LLC to Comerica Securities
  left Feb 9, 2016, registered Jan 26, 2016 (-14 days) · Other
• Wells Fargo Advisors to LPL Financial LLC
  left Jun 24, 2013, registered Jul 15, 2013 (21 days) · Other
• Waddell & Reed to Wells Fargo Advisors
  left May 4, 2010, registered May 3, 2010 (-1 days) · Other
• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Waddell & Reed
  left Sep 25, 2007, registered Dec 19, 2008 (451 days) · Other
• Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
  left Oct 25, 2005, registered Nov 1, 2005 (7 days) · Other
• Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.
  left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move

• Jason William Martin left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)
  Jun 8, 2026 · Advisor changed firm · fact
• Jason William Martin left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-20)
  Jun 8, 2026 · Advisor changed firm · fact
• Jason William Martin left Ameriprise Financial Services, Llc for Capital Planning Advisors Llc (registered 2024-01-05)
  Jan 8, 2024 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

23derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address