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••• G••••••••

L•• F•••••••• L••BD affiliatedEdina, Mndual registrantIAPD 5302745

Feed of 09/14/2026

Also filed as Jody Lynn Drexler

At current firm

0 y

since Jun 1, 2026

In the industry

18 y

since Jan 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Jun 1, 2026 · Edina, Mn
Q••••• W•••• A•••••••• L•• independent RIA
Sep 12, 2022 to Dec 31, 2025 · Chicago, Il
I••••••••• A••••• I••••••••• M••••••••• L•• BD affiliated
Sep 10, 2020 to Jan 4, 2021 · Orlando, Fl
C•••••• F•••••••• S•••••••• I••• former
Jul 12, 2017 to Jun 6, 2018 · Minot, Nd
T••••••••• F•••••••• A•••••••• L•• BD affiliated
Dec 11, 2015 to Apr 14, 2016 · Rochester, Mn
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 29, 2013 to May 14, 2015 · Kearney, Ne
V•••• F•••••••• A•••••••• I••• BD affiliated
Dec 16, 2010 to Aug 18, 2011 · Edina, Mn
I••••••••• C•••••• O• A••••••• I••• former
Jan 10, 2008 to Jul 24, 2009 · Northfield, Mn

Moves

a registration end followed by a registration begin elsewhere

Q••••• W•••• A•••••••• L•• to L•• F•••••••• L••
left Dec 31, 2025, registered Jun 1, 2026 (152 days) · RIA to affiliated broker-dealer or bank
I••••••••• A••••• I••••••••• M••••••••• L•• to Q••••• W•••• A•••••••• L••
left Jan 4, 2021, registered Sep 12, 2022 (616 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• F•••••••• S•••••••• I••• to I••••••••• A••••• I••••••••• M••••••••• L••
left Jun 6, 2018, registered Sep 10, 2020 (827 days) · RIA to affiliated broker-dealer or bank
T••••••••• F•••••••• A•••••••• L•• to C•••••• F•••••••• S•••••••• I•••
left Apr 14, 2016, registered Jul 12, 2017 (454 days) · Other
A••••••••• F•••••••• S•••••••• L•• to T••••••••• F•••••••• A•••••••• L••
left May 14, 2015, registered Dec 11, 2015 (211 days) · Other
V•••• F•••••••• A•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Aug 18, 2011, registered Jul 29, 2013 (711 days) · Other
I••••••••• C•••••• O• A••••••• I••• to V•••• F•••••••• A•••••••• I•••
left Jul 24, 2009, registered Dec 16, 2010 (510 days) · Other

Signals

J••• G•••••••• left Q••••• W•••• A•••••••• L•• for L•• F•••••••• L•• (registered 2026-06-01)
Dec 31, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address