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
Jacob Dillon Ford
Feed of 09/14/2026
Also filed as Jacob D Ford
At current firm
0 y
since Oct 17, 2025
In the industry
18 y
since Dec 12, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
15
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Tortoise Capital Advisors, L.L.C. asset manager currentsince Oct 17, 2025 · Overland Park, Ks
- Tortoiseecofin Investments Partners, LLC formerNov 17, 2016 to Dec 13, 2023 · Leawood, Ks
- Montage Investments, LLC formerJan 30, 2015 to Nov 17, 2016 · Leawood, Ks
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 28, 2013 to Jan 6, 2015 · Overland Park, Ks
- Ameriprise Advisor Services, Inc. unclassifiedDec 13, 2007 to Oct 1, 2008 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Tortoiseecofin Investments Partners, LLC to Tortoise Capital Advisors, L.L.C.left Dec 13, 2023, registered Oct 17, 2025 (674 days) · channel change inside one enterprise, not a move · moved with a team
- Montage Investments, LLC to Tortoiseecofin Investments Partners, LLCleft Nov 17, 2016, registered Nov 17, 2016 (0 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Montage Investments, LLCleft Jan 6, 2015, registered Jan 30, 2015 (24 days) · Other
- Ameriprise Advisor Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 1, 2008, registered Oct 28, 2013 (1853 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address