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 Douglas Kahle
Feed of 09/15/2026
Also filed as Jason Douglas Kahle
At current firm
0 y
since May 4, 2026
In the industry
15 y
since Aug 16, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advice And Planning Services BD affiliated currentsince May 4, 2026 · Fort Worth, Tx
- Transamerica Retirement Advisors, LLC BD affiliatedFeb 25, 2022 to Jan 17, 2025 · Forth Worth, Tx
- Victory Capital Management Inc. asset managerAug 2, 2021 to Nov 17, 2021 · San Antonio, Tx
- Td Ameritrade, Inc. formerAug 16, 2011 to Mar 11, 2013 · Westlake, Tx
- Td Ameritrade Investment Management, LLC formerAug 16, 2011 to Mar 11, 2013 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Transamerica Retirement Advisors, LLC to Advice And Planning Servicesleft Jan 17, 2025, registered May 4, 2026 (472 days) · Affiliated broker-dealer or bank to another
- Victory Capital Management Inc. to Transamerica Retirement Advisors, LLCleft Nov 17, 2021, registered Feb 25, 2022 (100 days) · Other
- Td Ameritrade Investment Management, LLC to Victory Capital Management Inc.left Mar 11, 2013, registered Aug 2, 2021 (3066 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Mar 11, 2013, registered Aug 16, 2011 (-573 days) · channel change inside one enterprise, not a move
Signals
- Jason Douglas Kahle left Transamerica Retirement Advisors, Llc for Advice And Planning Services (registered 2026-05-04)Jan 17, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address