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
Janey L Kegley
Feed of 09/15/2026
Also filed as Janey Lynn Johnson
At current firm
0 y
since Dec 24, 2025
In the industry
23 y
since Oct 30, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Dec 24, 2025 · Fairfield, Ia
- Osaic Wealth, Inc. BD affiliatedSep 1, 2023 to Nov 8, 2024 · Scottsdale, Az
- Sagepoint Financial, Inc. formerJan 12, 2023 to Sep 1, 2023 · Scottsdale, Az
- Main Management, LLC independent RIANov 5, 2019 to Aug 1, 2022 · Burlington, Ky
- Orion Portfolio Solutions, LLC formerMar 6, 2013 to Oct 18, 2019 · Hebron, Ky
- Concourse Financial Group Advisors formerApr 6, 2010 to Mar 1, 2013 · Covington, Ky
- Chase Investment Services Corp. formerJan 14, 2009 to Feb 9, 2010 · Crescent Springs, Ky
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Cambridge Investment Research Advisors, Inc.left Nov 8, 2024, registered Dec 24, 2025 (411 days) · Affiliated broker-dealer or bank to another
- Sagepoint Financial, Inc. to Osaic Wealth, Inc.left Sep 1, 2023, registered Sep 1, 2023 (0 days) · corporate re-registration, not a move
- Main Management, LLC to Sagepoint Financial, Inc.left Aug 1, 2022, registered Jan 12, 2023 (164 days) · RIA to affiliated broker-dealer or bank
- Orion Portfolio Solutions, LLC to Main Management, LLCleft Oct 18, 2019, registered Nov 5, 2019 (18 days) · RIA to RIA
- Concourse Financial Group Advisors to Orion Portfolio Solutions, LLCleft Mar 1, 2013, registered Mar 6, 2013 (5 days) · Other
- Chase Investment Services Corp. to Concourse Financial Group Advisorsleft Feb 9, 2010, registered Apr 6, 2010 (56 days) · Other
Signals
- Janey L Kegley left Osaic Wealth, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-12-24)Nov 8, 2024 · Advisor changed firm · fact
- Janey L Kegley left Main Management, Llc for Sagepoint Financial, Inc. (registered 2023-01-12)Aug 1, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address