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.

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.

Registered advisor

J•••• K•••• G••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedKnoxville, Tndual registrantIAPD 5257743

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jesse Giles

At current firm

2 y

since Jun 12, 2024

In the industry

19 y

since Mar 29, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since Jun 12, 2024 · Knoxville, Tn
C••••••••• independent RIA
Jul 31, 2023 to Dec 15, 2023 · Knoxville, Tn
S•• A•••••••• I••• former
Feb 13, 2013 to Jan 12, 2015 · Knoxville, Tn
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 9, 2010 to Apr 25, 2012 · Knoxville, Tn
E••••• J•••• national BD
Apr 10, 2007 to Nov 10, 2010 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

C••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Dec 15, 2023, registered Jun 12, 2024 (180 days) · RIA to affiliated broker-dealer or bank
S•• A•••••••• I••• to C•••••••••
left Jan 12, 2015, registered Jul 31, 2023 (3122 days) · Other
A••••••••• F•••••••• S•••••••• L•• to S•• A•••••••• I•••
left Apr 25, 2012, registered Feb 13, 2013 (294 days) · Other
E••••• J•••• to A••••••••• F•••••••• S•••••••• L••
left Nov 10, 2010, registered Nov 9, 2010 (-1 days) · Affiliated broker-dealer or bank to another

Signals

J•••• K•••• G•••• left Cogentblue for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-06-12)
Dec 15, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address