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
Jason Brandt Kley
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Mar 31, 2025
In the industry
20 y
since Aug 29, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sequoia Financial Group, L.L.C. independent RIA currentsince Mar 31, 2025 · Northfield, Mn
- Carlson Capital Management, LLC formerDec 17, 2015 to May 15, 2025 · Bloomington, Mn
- Carlson Capital Management formerJan 29, 2014 to Dec 31, 2015 · Northfield, Mn
- Vector Wealth Management, LLC formerAug 29, 2006 to Sep 5, 2006 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Carlson Capital Management, LLC to Sequoia Financial Group, L.L.C.left May 15, 2025, registered Mar 31, 2025 (-45 days) · corporate re-registration, not a move
- Carlson Capital Management to Carlson Capital Management, LLCleft Dec 31, 2015, registered Dec 17, 2015 (-14 days) · channel change inside one enterprise, not a move · moved with a team
- Vector Wealth Management, LLC to Carlson Capital Managementleft Sep 5, 2006, registered Jan 29, 2014 (2703 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address