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.

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Registered advisor

J•••• D••••• J•••••••••

M•••••• W••••• M•••••••••independent RIABrooklyn, Ny dual registrantIAPD 5601146

Feed of 09/15/2026

Also filed as Jamey D••••• J•••••••••

At current firm

1 y

since Sep 30, 2024

In the industry

13 y

since Jan 18, 2013 (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

M•••••• W••••• M••••••••• independent RIA current
since Sep 30, 2024 · Shavano Park, Tx
V••••••••• F••••••••• L•• former
Oct 9, 2020 to Nov 22, 2024 · San Antonio, Tx
M•• I•••••••• S•••••••• L•• BD affiliated
Mar 25, 2017 to Oct 6, 2020 · San Antonio, Tx
M•• F•••••••• S•••••••• I••• former
Jan 2, 2015 to Mar 25, 2017 · San Antonio, Tx
N•• E•••••• S••••••••• C••••••••• former
Jan 30, 2013 to Jan 2, 2015 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

V••••••••• F••••••••• L•• to M•••••• W••••• M•••••••••
left Nov 22, 2024, registered Sep 30, 2024 (-53 days) · RIA to RIA · moved with a team
M•• I•••••••• S•••••••• L•• to V••••••••• F••••••••• L••
left Oct 6, 2020, registered Oct 9, 2020 (3 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••
left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
N•• E•••••• S••••••••• C••••••••• to M•• F•••••••• S•••••••• I•••
left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move

Signals

J•••• D••••• J••••••••• left V••••••••• F••••••••• L•• for M•••••• W••••• M••••••••• (registered 2024-09-30)
Nov 22, 2024 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address