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

Jennelle Brooke Vestal

Crescent Grove Advisorsindependent RIAAtlanta, GaIA-onlyIAPD 5087362

Feed of 09/14/2026

Also filed as Janel Brooke Vestal

At current firm

2 y

since Dec 21, 2023

In the industry

20 y

since Aug 21, 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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Financial Analystreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
Business email: bvestal@crescentgroveadvisors.comreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/brooke-vestal-9975887breportedcrescentgroveadvisors.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.

Registration history

IAPD current and previous registrations

Crescent Grove Advisors independent RIA current
since Dec 21, 2023 · Atlanta, Ga
Morgan Stanley wirehouse
May 20, 2013 to Jul 6, 2023 · Atlanta, Ga
UBS Financial Services Inc. wirehouse
Apr 4, 2011 to Apr 18, 2013 · Atlanta, Ga
Morgan Stanley wirehouse
Nov 5, 2009 to Apr 4, 2011 · Atlanta, Ga
Stanford Group Company unclassified
Sep 11, 2008 to Mar 18, 2009 · Atlanta, Ga
Wells Fargo Advisors wirehouse
Aug 3, 2007 to Sep 4, 2008 · Marietta, Ga
Ameriprise Financial Services, LLC national BD
Aug 23, 2006 to May 15, 2007 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Crescent Grove Advisors
left Jul 6, 2023, registered Dec 21, 2023 (168 days) · Wirehouse to independent RIA
UBS Financial Services Inc. to Morgan Stanley
left Apr 18, 2013, registered May 20, 2013 (32 days) · Wirehouse to wirehouse
Morgan Stanley to UBS Financial Services Inc.
left Apr 4, 2011, registered Apr 4, 2011 (0 days) · Wirehouse to wirehouse
Stanford Group Company to Morgan Stanley
left Mar 18, 2009, registered Nov 5, 2009 (232 days) · Other
Wells Fargo Advisors to Stanford Group Company
left Sep 4, 2008, registered Sep 11, 2008 (7 days) · Other
Ameriprise Financial Services, LLC to Wells Fargo Advisors
left May 15, 2007, registered Aug 3, 2007 (80 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jennelle Brooke Vestal left Morgan Stanley for Crescent Grove Advisors (registered 2023-12-21)
Jul 6, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address