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•••• W•••••• O••••
- Business email
- jim.owens@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 Dec 6, 2024 · Covington, Ky
- C•••••• I•••••• G•••• formerAug 20, 2015 to Feb 3, 2020 · Covington, Ky
- B••• I••••••••• S•••••••• I••• formerJun 19, 2015 to Aug 4, 2015 · Louisville, Ky
- C••••• I••••••••• A••••••• L•• BD affiliatedJan 21, 2014 to Jun 19, 2015 · Crestview Hills, Ky
- C••••• I••••••••• S••••••• L•• formerFeb 29, 2012 to Jan 21, 2014 · Crestview Hills, Ky
- C•••••• I•••••• G•••• to J•••••• A••••••• G••••• L••left Feb 3, 2020, registered Dec 6, 2024 (1768 days) · RIA to RIA · moved with a team
- B••• I••••••••• S•••••••• I••• to C•••••• I•••••• G••••left Aug 4, 2015, registered Aug 20, 2015 (16 days) · Other
- C••••• I••••••••• A••••••• L•• to B••• I••••••••• S•••••••• I•••left Jun 19, 2015, registered Jun 19, 2015 (0 days) · Other · moved with a team
- C••••• I••••••••• S••••••• L•• to C••••• I••••••••• A••••••• L••left Jan 21, 2014, registered Jan 21, 2014 (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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address