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.
R••••• J• F••••••
- Title
- Head of Wealth Management / Partnerreportedheliumadvisors.comfirm site, Sep 16, 2026
- Years, as the firm states
- 17reportedheliumadvisors.com“JJ has over 17 years of experience in portfolio management, securities analysis, and corporate finance.”
- Business email
- jjfeldman@heliumadvisors.comreportedheliumadvisors.comfirm site, Sep 16, 2026
- Professional profile
- heliumadvisors.com/team-member-01/jj-feldmanreportedheliumadvisors.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/j-j-feldman-5b512835reportedheliumadvisors.comfirm site, Sep 16, 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.
- H••••• A••••••• L•• independent RIA currentsince Jan 20, 2026 · Vancouver, Wa
- H••••• A••••••• L•• independent RIADec 9, 2022 to Dec 31, 2025 · Vancouver, Wa
- B• R•••• W••••• A•••••••• I••• BD affiliatedAug 22, 2022 to Dec 2, 2022 · Camas, Wa
- B• R•••• W••••• M••••••••• formerAug 21, 2018 to Dec 2, 2022 · Los Angeles, Ca
- C••••••••• W•••••• L•• independent RIAJun 25, 2012 to Aug 27, 2018 · Los Angeles, Ca
- B•••••• C•••••• A••••••• L•• formerJun 18, 2012 to Jul 11, 2012 · Los Angeles, Ca
- B•••••• C•••••• A••••••• L•• formerOct 8, 2008 to Jun 4, 2012 · Old San Juan, Pr
- B• R•••• W••••• A•••••••• I••• to H••••• A••••••• L••left Dec 2, 2022, registered Dec 9, 2022 (7 days) · Affiliated broker-dealer or bank to independent RIA
- B• R•••• W••••• M••••••••• to B• R•••• W••••• A•••••••• I•••left Dec 2, 2022, registered Aug 22, 2022 (-102 days) · corporate re-registration, not a move
- C••••••••• W•••••• L•• to B• R•••• W••••• M•••••••••left Aug 27, 2018, registered Aug 21, 2018 (-6 days) · Other
- B•••••• C•••••• A••••••• L•• to C••••••••• W•••••• L••left Jul 11, 2012, registered Jun 25, 2012 (-16 days) · Other
- R••••• J• F•••••• left B• R•••• W••••• A•••••••• I••• for H••••• A••••••• L•• (registered 2022-12-09)Dec 2, 2022 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address