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••• H••••• A••••••••
- Title
- Financial Advisorreportedkikerwealth.comfirm site, Sep 15, 2026
- Business email
- john@kikerwealth.comreportedkikerwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 706-253-7285reportedkikerwealth.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.
- K•••• W••••• M••••••••• L•• independent RIA currentsince Sep 26, 2017 · Jasper, Ga
- R•••••• J•••• • A••••••••• I••• national BDFeb 13, 2013 to Aug 30, 2017 · Athens, Ga
- M••••• K••••• • C••••••• L•• formerAug 4, 2004 to Feb 13, 2013 · Athens, Ga
- R•••••• J•••• • A••••••••• I••• to K•••• W••••• M••••••••• L••left Aug 30, 2017, registered Sep 26, 2017 (27 days) · Other
- M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••left Feb 13, 2013, registered Feb 13, 2013 (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