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
Jason Paul Dye
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Dye
At current firm
0 y
since Mar 8, 2026
In the industry
17 y
since Sep 26, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Greenspring Advisors, LLC independent RIA currentsince Mar 8, 2026 · Towson, Md
- Mclean Asset Management Corp. independent RIAJan 15, 2015 to Jan 2, 2026 · Tysons, Va
- Raymond James & Associates, Inc. national BDMar 26, 2014 to Nov 5, 2014 · Westminster, Md
- Glass Jacobson Wealth Advisors independent RIAOct 25, 2012 to Feb 25, 2014 · Owings Mills, Md
- Tuttle Wealth Management, LLC formerFeb 21, 2012 to Jul 17, 2012 · Stamford, Ct
- Greenspring Advisors, LLC independent RIAJan 28, 2009 to Nov 28, 2011 · Towson, Md
- Citigroup Global Markets Inc. BD affiliatedOct 1, 2008 to Feb 5, 2009 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Mclean Asset Management Corp. to Greenspring Advisors, LLCleft Jan 2, 2026, registered Mar 8, 2026 (65 days) · RIA to RIA
- Raymond James & Associates, Inc. to Mclean Asset Management Corp.left Nov 5, 2014, registered Jan 15, 2015 (71 days) · Other
- Glass Jacobson Wealth Advisors to Raymond James & Associates, Inc.left Feb 25, 2014, registered Mar 26, 2014 (29 days) · Other
- Tuttle Wealth Management, LLC to Glass Jacobson Wealth Advisorsleft Jul 17, 2012, registered Oct 25, 2012 (100 days) · Other
- Greenspring Advisors, LLC to Tuttle Wealth Management, LLCleft Nov 28, 2011, registered Feb 21, 2012 (85 days) · Other
- Citigroup Global Markets Inc. to Greenspring Advisors, LLCleft Feb 5, 2009, registered Jan 28, 2009 (-8 days) · Other
Signals
- Jason Paul Dye left Mclean Asset Management Corp. for Greenspring Advisors, Llc (registered 2026-03-08)Jan 2, 2026 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address