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 Jensen

Osaic Wealth, Inc.BD affiliatedGilbert, Azdual registrantIAPD 5412279

Feed of 09/14/2026

Also filed as Jason Jensen

At current firm

0 y

since Feb 4, 2026

In the industry

17 y

since Jan 9, 2009 (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

Osaic Wealth, Inc. BD affiliated current
since Feb 4, 2026 · Gilbert, Az
Ameriprise Financial Services, LLC national BD
Dec 8, 2020 to Feb 13, 2026 · Gilbert, Az
Juncture Wealth Advisors, LLC former
Oct 2, 2020 to Oct 7, 2020 · Phoenix, Az
Hayden Royal former
Feb 14, 2019 to Dec 22, 2020 · Gilbert, Az
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Feb 20, 2019 · San Jose, Ca
Wells Fargo Investments, LLC unclassified
Jan 12, 2009 to Jan 3, 2011 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Osaic Wealth, Inc.
left Feb 13, 2026, registered Feb 4, 2026 (-9 days) · Affiliated broker-dealer or bank to another
Hayden Royal to Juncture Wealth Advisors, LLC
left Dec 22, 2020, registered Oct 2, 2020 (-81 days) · RIA to a newly registered adviser
Juncture Wealth Advisors, LLC to Ameriprise Financial Services, LLC
left Oct 7, 2020, registered Dec 8, 2020 (62 days) · Other
Wells Fargo Advisors to Hayden Royal
left Feb 20, 2019, registered Feb 14, 2019 (-6 days) · Wirehouse to independent RIA
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Jason Jensen left Ameriprise Financial Services, Llc for Osaic Wealth, Inc. (registered 2026-02-04)
Feb 13, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address