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••• A•
- Title
- Wealth Advisorreportedartisancap.comfirm site, Sep 15, 2026
- Professional profile
- artisancap.com/team/jane-anreportedartisancap.comfirm 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.
- N•• A••••••• S••••••• I•• independent RIA currentsince Sep 12, 2019 · Newport Beach, Ca
- V••• F•••••••• A•••••••• I••• BD affiliatedAug 3, 2016 to Sep 11, 2019 · Newport Beach, Ca
- I•••••••• C•••••• A••••••• formerMar 16, 2009 to Aug 1, 2016 · Tustin, Ca
- L•• F•••••••• L•• BD affiliatedOct 17, 2007 to Mar 16, 2009 · Irvine, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDOct 13, 2003 to Oct 24, 2007 · Irvine, Ca
- V••• F•••••••• A•••••••• I••• to N•• A••••••• S••••••• I••left Sep 11, 2019, registered Sep 12, 2019 (1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- I•••••••• C•••••• A••••••• to V••• F•••••••• A•••••••• I•••left Aug 1, 2016, registered Aug 3, 2016 (2 days) · Other · moved with a team
- L•• F•••••••• L•• to I•••••••• C•••••• A•••••••left Mar 16, 2009, registered Mar 16, 2009 (0 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Oct 24, 2007, registered Oct 17, 2007 (-7 days) · Other
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