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.
J••• L••••• H•••••
- Business email
- jill.henson@journeyadvisory.groupreportedjourneyadvisory.groupfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J•••••• A••••••• G••••• L•• independent RIA currentsince Jun 23, 2021 · Cincinnati, Oh
- U••• B•••••• I••••••••• I••• formerJul 13, 2018 to May 28, 2021 · Cincinnati, Oh
- U••• B•••••• I••••••••• I••• formerAug 24, 2015 to Aug 22, 2016 · Cincinnati, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMar 22, 2013 to Aug 6, 2013 · Kenosha, Wi
- S••••••••• A•••••• A•••••••• I••• formerJan 23, 2009 to Jul 2, 2012 · Cincinnati, Oh
- B••••• • Y•••• A•••••••• I••• formerJan 2, 2009 to Jan 23, 2009 · Cincinnati, Oh
- U••• B•••••• I••••••••• I••• to J•••••• A••••••• G••••• L••left May 28, 2021, registered Jun 23, 2021 (26 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to U••• B•••••• I••••••••• I•••left Aug 6, 2013, registered Aug 24, 2015 (748 days) · Other
- S••••••••• A•••••• A•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jul 2, 2012, registered Mar 22, 2013 (263 days) · Other
- B••••• • Y•••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Jan 23, 2009, registered Jan 23, 2009 (0 days) · corporate re-registration, not a move
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address