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.

Registered advisor

Jessica B Debold

Goldstone Financial Group, LLCindependent RIAOakbrook Terrace, IlIA-onlyIAPD 4981342

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jessica V Beam

At current firm

3 y

since Aug 6, 2023

In the industry

19 y

since Oct 18, 2006 (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

Goldstone Financial Group, LLC independent RIA current
since Aug 6, 2023 · Oakbrook Terrace, Il
Edelman Financial Engines independent RIA
Jan 10, 2022 to Jul 29, 2023 · Sabina, Oh
Buckingham Capital Management, Inc. former
Mar 29, 2018 to Dec 2, 2021 · Dayton, Oh
Buckingham Financial Group, Inc. former
May 22, 2014 to Dec 2, 2021 · Dayton, Oh
Equitable Advisors, LLC national BD
Oct 19, 2006 to Sep 4, 2012 · Wilmington, Oh

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Goldstone Financial Group, LLC
left Jul 29, 2023, registered Aug 6, 2023 (8 days) · RIA to RIA
Buckingham Capital Management, Inc. to Edelman Financial Engines
left Dec 2, 2021, registered Jan 10, 2022 (39 days) · RIA to RIA
Buckingham Financial Group, Inc. to Buckingham Capital Management, Inc.
left Dec 2, 2021, registered Mar 29, 2018 (-1344 days) · Other · moved with a team
Equitable Advisors, LLC to Buckingham Financial Group, Inc.
left Sep 4, 2012, registered May 22, 2014 (625 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

Jessica B Debold left Edelman Financial Engines for Goldstone Financial Group, Llc (registered 2023-08-06)
Jul 29, 2023 · 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address