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 Alexander Eckerman
Feed of 09/15/2026
At current firm
0 y
since Aug 28, 2026
In the industry
19 y
since May 25, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- &Partners independent RIA currentsince Aug 28, 2026 · Bellevue, Wa
- Wells Fargo Advisors wirehouseJul 7, 2016 to Sep 11, 2026 · Bellevue, Wa
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Jul 19, 2016 · Seattle, Wa
- Chase Investment Services Corp. formerSep 13, 2010 to Oct 1, 2012 · Bothell, Wa
- Ameriprise Financial Services, LLC national BDMay 28, 2007 to Sep 9, 2010 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to &Partnersleft Sep 11, 2026, registered Aug 28, 2026 (-14 days) · Wirehouse to independent RIA
- J.P. Morgan Securities LLC to Wells Fargo Advisorsleft Jul 19, 2016, registered Jul 7, 2016 (-12 days) · Wirehouse to wirehouse
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Chase Investment Services Corp.left Sep 9, 2010, registered Sep 13, 2010 (4 days) · Other
Signals
- Jason Alexander Eckerman left Wells Fargo Advisors for &Partners (registered 2026-08-28)Sep 11, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address