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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• C••••••••• V••••• P••
- Title
- Chief Growth & Compliance Officerreportedlegatofinancial.comfirm site, Sep 16, 2026
- Professional profile
- legatofinancial.com/team/jason-vander-polreportedlegatofinancial.comfirm site, Sep 16, 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.
- L•• W••••• P•••••••• L•• independent RIA currentsince Jan 8, 2026 · Elizabethtown, Ky
- L••• A•• R••••••• independent RIAJan 19, 2024 to Dec 1, 2025 · Plano, Tx
- S•••••••• W••••• I••••••••• G••••• L•• independent RIAJan 18, 2019 to Oct 6, 2023 · Louisville, Ky
- U••• B•••••• I••••••••• I••• formerFeb 1, 2016 to Dec 18, 2018 · Louisville, Ky
- S••••• O•• S••••••••• I••• BD affiliatedApr 14, 2011 to Feb 2, 2016 · Louisville, Ky
- C••••••••• A••••••• formerJan 28, 2010 to Apr 14, 2011 · Eureka, Mo
- L•• F•••••••• L•• BD affiliatedJan 24, 2007 to Jul 7, 2009 · Louisville, Ky
- G•••••••• F••••••••• I•• unclassifiedJan 3, 2007 to Jan 24, 2007 · Louisville, Ky
- L••• A•• R••••••• to L•• W••••• P•••••••• L••left Dec 1, 2025, registered Jan 8, 2026 (38 days) · RIA to RIA
- S•••••••• W••••• I••••••••• G••••• L•• to L••• A•• R•••••••left Oct 6, 2023, registered Jan 19, 2024 (105 days) · RIA to a newly registered adviser
- U••• B•••••• I••••••••• I••• to S•••••••• W••••• I••••••••• G••••• L••left Dec 18, 2018, registered Jan 18, 2019 (31 days) · Affiliated broker-dealer or bank to independent RIA
- S••••• O•• S••••••••• I••• to U••• B•••••• I••••••••• I•••left Feb 2, 2016, registered Feb 1, 2016 (-1 days) · Other
- C••••••••• A••••••• to S••••• O•• S••••••••• I•••left Apr 14, 2011, registered Apr 14, 2011 (0 days) · Other
- L•• F•••••••• L•• to C••••••••• A•••••••left Jul 7, 2009, registered Jan 28, 2010 (205 days) · Other
- G•••••••• F••••••••• I•• to L•• F•••••••• L••left Jan 24, 2007, registered Jan 24, 2007 (0 days) · Other
- J•••• C••••••••• V••••• P•• left L••• A•• R••••••• for L•• W••••• P•••••••• L•• (registered 2026-01-08)Dec 1, 2025 · Advisor changed firm · fact
- J•••• C••••••••• V••••• P•• left S•••••••• W••••• I••••••••• G••••• L•• for L••• A•• R••••••• (registered 2024-01-19)Oct 6, 2023 · Advisor changed firm · fact
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address