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
Jennifer Kay Rupp
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jennifer Rupp
At current firm
8 y
since Nov 30, 2017
In the industry
18 y
since Nov 12, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Hendershott Wealth Management, LLC independent RIA currentsince Nov 30, 2017 · Goshen, In
- Guidance Investment Advisors, LLC formerOct 4, 2010 to Jul 5, 2017 · Elkhart, In
- Compass Financial Advisors LLC independent RIADec 12, 2007 to Oct 1, 2010 · Elkhart, In
Moves
a registration end followed by a registration begin elsewhere
- Guidance Investment Advisors, LLC to Hendershott Wealth Management, LLCleft Jul 5, 2017, registered Nov 30, 2017 (148 days) · Other
- Compass Financial Advisors LLC to Guidance Investment Advisors, LLCleft Oct 1, 2010, registered Oct 4, 2010 (3 days) · Other
Signals
No dated event on this person.
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address