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 Nmn Kolinsky
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Kolinsky
At current firm
1 y
since Apr 2, 2025
In the industry
18 y
since Oct 1, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Apr 2, 2025 · Ramsey, Nj
- American Portfolios Advisors, Inc formerSep 17, 2013 to Jan 17, 2020 · Holbrook, Ny
- Kolinsky Wealth Management, LLC formerAug 19, 2010 to Sep 18, 2025 · Ramsey, Nj
Moves
a registration end followed by a registration begin elsewhere
- Kolinsky Wealth Management, LLC to American Portfolios Advisors, Incleft Sep 18, 2025, registered Sep 17, 2013 (-4384 days) · Other
- American Portfolios Advisors, Inc to World Investment Advisors, LLCleft Jan 17, 2020, registered Apr 2, 2025 (1902 days) · Other
Signals
- Jason Nmn Kolinsky left Kolinsky Wealth Management, Llc for American Portfolios Advisors, Inc (registered 2013-09-17)Sep 18, 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
- Other adviserderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address