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•••• G••••• A••••

P•••••••• S••••••••• I•••BD affiliatedAustin, Txdual registrantIAPD 4975889

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jake Adams

At current firm

1 y

since Jul 11, 2025

In the industry

20 y

since Oct 8, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••••••• S••••••••• I••• BD affiliated current
since Jul 11, 2025 · Austin, Tx
T•••••••• S••••••••• I••• former
Jun 30, 2022 to Jan 3, 2024 · Austin, Tx
C•••••• S••••• • C••• I••• national BD
Apr 7, 2010 to Feb 1, 2019 · Austin, Tx
U••• F•••••••• P••••••• S••••••• former
Aug 10, 2007 to Feb 25, 2010 · San Antonio, Tx
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 10, 2005 to Jul 26, 2007 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

T•••••••• S••••••••• I••• to P•••••••• S••••••••• I•••
left Jan 3, 2024, registered Jul 11, 2025 (555 days) · Other
C•••••• S••••• • C••• I••• to T•••••••• S••••••••• I•••
left Feb 1, 2019, registered Jun 30, 2022 (1245 days) · Other
U••• F•••••••• P••••••• S••••••• to C•••••• S••••• • C••• I•••
left Feb 25, 2010, registered Apr 7, 2010 (41 days) · Other
A••••••••• F•••••••• S•••••••• L•• to U••• F•••••••• P••••••• S•••••••
left Jul 26, 2007, registered Aug 10, 2007 (15 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

J•••• G••••• A•••• left T•••••••• S••••••••• I••• for P•••••••• S••••••••• I••• (registered 2025-07-11)
Jan 3, 2024 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address