RIA Intelligence
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J•••• M•••••• Z•••••••••
- Business email
- jason@aspiregrowthpartners.comreportedaspiregrowthpartners.comfirm 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.
- A••••• G••••• P••••••• L•• independent RIA currentsince Feb 17, 2021 · Medina, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedFeb 9, 2021 to Apr 8, 2021 · Medina, Oh
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 19, 2016 to Dec 31, 2020 · Avon, Oh
- N•• A•••••• S•••••••• L•• formerJun 3, 2014 to Sep 22, 2016 · Cleveland, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMay 14, 2009 to Apr 9, 2013 · Akron, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to A••••• G••••• P••••••• L••left Apr 8, 2021, registered Feb 17, 2021 (-50 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- K••••• A••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 31, 2020, registered Feb 9, 2021 (40 days) · Affiliated broker-dealer or bank to another
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to N•• A•••••• S•••••••• L••left Apr 9, 2013, registered Jun 3, 2014 (420 days) · Other
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address