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.
J•••••• G•••
- Title
- C•••••••••, Financial A••••••reportedstonebridgeiwm.comfirm site, Sep 15, 2026
- Designations
- RICPreportedstonebridgeiwm.comas printed on the bio page, Sep 16, 2026
- Founder
- “J••• G••• | C••••••••• & Financial A•••••• | S••••••••• Wealth Systems”reportedstonebridgeiwm.comthe sentence on the bio page
- Years, as the firm states
- 10reportedstonebridgeiwm.com“With over 10 years of experience in the financial advisory industry, J••• G••• has dedicated his career to helping individuals and families achieve their financial goals.”
- Professional profile
- stonebridgeiwm.com/team-member/jeff-govereportedstonebridgeiwm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••••• W••••• S•••••• L•• independent RIA currentsince Oct 12, 2023 · Kearney, Ne
- B••••••••• W••••• A•••••••• L•• no RAUMAug 22, 2014 to Nov 29, 2023 · Kearney, Ne
- C••••••• A•••• M••••••••• L•• BD affiliatedApr 28, 2014 to Aug 20, 2014 · Kearney, Ne
- B••••••••• W••••• A•••••••• L•• to S••••••••• W••••• S•••••• L••left Nov 29, 2023, registered Oct 12, 2023 (-48 days) · Other · moved with a team
- C••••••• A•••• M••••••••• L•• to B••••••••• W••••• A•••••••• L••left Aug 20, 2014, registered Aug 22, 2014 (2 days) · Other
- J•••••• G••• left B••••••••• W••••• A•••••••• L•• for S••••••••• W••••• S•••••• L•• (registered 2023-10-12)Nov 29, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address