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•••• P•••••

K•••••••• W••••• A•••••••• L••BD affiliatedSan Diego, Ca IA-onlyIAPD 4608025

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jason Brent Parker

At current firm

2 y

since Jul 3, 2024

In the industry

23 y

since Jan 16, 2003 (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

K•••••••• W••••• A•••••••• L•• BD affiliated current
since Jul 3, 2024 · San Diego, Ca
E••••••••• P•••••••• L•• former
Dec 6, 2019 to Apr 2, 2025 · Winchester, Tn
B• R•••• W••••• M••••••••• former
Mar 10, 2017 to Dec 13, 2019 · Athens, Ga
C••••• A••••••• G•••• independent RIA
May 12, 2014 to Mar 9, 2017 · Athens, Ga
V•••• F•••••••• A•••••••• I••• BD affiliated
Oct 5, 2004 to Oct 31, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

E••••••••• P•••••••• L•• to K•••••••• W••••• A•••••••• L••
left Apr 2, 2025, registered Jul 3, 2024 (-273 days) · RIA to affiliated broker-dealer or bank · moved with a team
B• R•••• W••••• M••••••••• to E••••••••• P•••••••• L••
left Dec 13, 2019, registered Dec 6, 2019 (-7 days) · Affiliated broker-dealer or bank to independent RIA
C••••• A••••••• G•••• to B• R•••• W••••• M•••••••••
left Mar 9, 2017, registered Mar 10, 2017 (1 days) · Other
V•••• F•••••••• A•••••••• I••• to C••••• A••••••• G••••
left Oct 31, 2008, registered May 12, 2014 (2019 days) · Other

Signals

J•••• P••••• left E••••••••• P•••••••• L•• for K•••••••• W••••• A•••••••• L•• (registered 2024-07-03)
Apr 2, 2025 · 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