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.
Jacob William Ness
- Professional profile
- linkedin.com/in/jake-ness-cfp%C2%AE-832498254reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Kreitler Financial LLC independent RIA currentsince Jul 1, 2020 · New Haven, Ct
- Raymond James Financial Services Advisors, Inc BD affiliatedDec 8, 2010 to Jul 10, 2020 · New Haven, Ct
- Edward Jones national BDOct 12, 2009 to Nov 5, 2010 · Hamden, Ct
- Raymond James Financial Services Advisors, Inc to Kreitler Financial LLCleft Jul 10, 2020, registered Jul 1, 2020 (-9 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Edward Jones to Raymond James Financial Services Advisors, Incleft Nov 5, 2010, registered Dec 8, 2010 (33 days) · Other
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address