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

Jules Jouvenat

Hightower Advisors, LLCBD affiliatedChicago, Il IA-onlyIAPD 4998310

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jules Jouvenat

At current firm

0 y

since Apr 1, 2026

In the industry

21 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Hightower Advisors, LLC BD affiliated current
since Apr 1, 2026 · Dallas, Tx
The Mather Group, LLC independent RIA
Mar 25, 2024 to Apr 20, 2026 · Chicago, Il
Vanguard Advisers, Inc. BD affiliated
Sep 22, 2021 to Feb 29, 2024 · Scottsdale, Az
Charles Schwab & Co., Inc. national BD
May 23, 2020 to Sep 20, 2021 · Westlake, Tx
Usaa Investment Services Company no RAUM
Jan 8, 2018 to May 24, 2020 · San Antonio, Tx
Usaa Financial Planning Services former
Aug 31, 2011 to Jan 8, 2018 · Addison, Tx
Waddell & Reed former
Mar 23, 2009 to Dec 21, 2010 · Riverside, Ca

Moves

a registration end followed by a registration begin elsewhere

The Mather Group, LLC to Hightower Advisors, LLC
left Apr 20, 2026, registered Apr 1, 2026 (-19 days) · RIA to affiliated broker-dealer or bank
Vanguard Advisers, Inc. to The Mather Group, LLC
left Feb 29, 2024, registered Mar 25, 2024 (25 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Vanguard Advisers, Inc.
left Sep 20, 2021, registered Sep 22, 2021 (2 days) · Affiliated broker-dealer or bank to another
Usaa Investment Services Company to Charles Schwab & Co., Inc.
left May 24, 2020, registered May 23, 2020 (-1 days) · corporate re-registration, not a move
Usaa Financial Planning Services to Usaa Investment Services Company
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
Waddell & Reed to Usaa Financial Planning Services
left Dec 21, 2010, registered Aug 31, 2011 (253 days) · Other

Signals

Jules Jouvenat left The Mather Group, Llc for Hightower Advisors, Llc (registered 2026-04-01)
Apr 20, 2026 · Advisor changed firm · fact
Jules Jouvenat left Vanguard Advisers, Inc. for The Mather Group, Llc (registered 2024-03-25)
Feb 29, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address