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.

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.

Registered advisor

J•••••• S•••• B••••

P•••••• R••••••••• A•••••••state registeredNewtown, PaIA-onlyIAPD 5731082

Feed of 09/14/2026

Also filed as Jeff Beyer

At current firm

1 y

since Feb 11, 2025

In the industry

23 y

since Jan 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••••• R••••••••• A••••••• state registered current
since Feb 11, 2025 · Newtown, Pa
A• W••••• M••••••••• L•• BD affiliated
Feb 28, 2019 to Oct 1, 2024 · Newton, Pa
U•• F•••••••• S••••••••• L•• independent RIA
Jan 20, 2017 to Mar 1, 2019 · Newtown, Pa
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• independent RIA
Mar 6, 2014 to Dec 31, 2016 · Newton, Pa
B•• S••••••••• I••• independent RIA
Nov 30, 2009 to Mar 7, 2014 · Pompton Plains, Nj

Moves

a registration end followed by a registration begin elsewhere

A• W••••• M••••••••• L•• to P•••••• R••••••••• A•••••••
left Oct 1, 2024, registered Feb 11, 2025 (133 days) · RIA to a state-registered adviser
U•• F•••••••• S••••••••• L•• to A• W••••• M••••••••• L••
left Mar 1, 2019, registered Feb 28, 2019 (-1 days) · RIA to RIA
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• to U•• F•••••••• S••••••••• L••
left Dec 31, 2016, registered Jan 20, 2017 (20 days) · Other · moved with a team
B•• S••••••••• I••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
left Mar 7, 2014, registered Mar 6, 2014 (-1 days) · Other

Signals

J•••••• S•••• B•••• left A• W••••• M••••••••• L•• for P•••••• R••••••••• A••••••• (registered 2025-02-11)
Oct 1, 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: STATE REGISTEREDderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address