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••• A••••••• S•••••••

C•••••• F•••••••• S•••••••••independent RIABend, OrIA-onlyIAPD 4576961

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Jack S•••••••

At current firm

2 y

since Jun 14, 2024

In the industry

23 y

since Oct 18, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• F•••••••• S••••••••• independent RIA current
since Jun 14, 2024 · Bend, Or
L•• F•••••••• L•• BD affiliated
Mar 20, 2013 to Jan 27, 2016 · Bend, Or
W•••• F•••• A••••••• wirehouse
Aug 20, 2009 to Mar 21, 2013 · Bend, Or
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Mar 12, 2009 · Bend, Or
M••••• S•••••• D• I••• unclassified
Oct 7, 2005 to Apr 2, 2007 · Bend, Or
M••••• S•••••• D• I••• unclassified
Apr 25, 2003 to Aug 29, 2005 · Bend, Or

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to C•••••• F•••••••• S•••••••••
left Jan 27, 2016, registered Jun 14, 2024 (3061 days) · Other
W•••• F•••• A••••••• to L•• F•••••••• L••
left Mar 21, 2013, registered Mar 20, 2013 (-1 days) · Other
M••••• S•••••• • C•• L•• to W•••• F•••• A•••••••
left Mar 12, 2009, registered Aug 20, 2009 (161 days) · Other
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address