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

Jaclyn M Kane

Ameriprise Financial Services, LLCnational BDExton, Padual registrantIAPD 5742152

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jaclyn Kane

At current firm

0 y

since Apr 6, 2026

In the industry

15 y

since Sep 1, 2011 (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

Ameriprise Financial Services, LLC national BD current
since Apr 6, 2026 · Exton, Pa
LPL Financial LLC BD affiliated
Oct 9, 2025 to Feb 11, 2026 · Trooper, Pa
Gibraltar Wealth Management, LLC independent RIA
Mar 24, 2025 to Sep 30, 2025 · Abington, Pa
Wellfull independent RIA
Feb 28, 2018 to Aug 28, 2024 · Harleysville, Pa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Ameriprise Financial Services, LLC
left Feb 11, 2026, registered Apr 6, 2026 (54 days) · Affiliated broker-dealer or bank to another · moved with a team
Gibraltar Wealth Management, LLC to LPL Financial LLC
left Sep 30, 2025, registered Oct 9, 2025 (9 days) · RIA to affiliated broker-dealer or bank
Wellfull to Gibraltar Wealth Management, LLC
left Aug 28, 2024, registered Mar 24, 2025 (208 days) · RIA to RIA

Signals

Jaclyn M Kane left Lpl Financial Llc for Ameriprise Financial Services, Llc (registered 2026-04-06)
Feb 11, 2026 · Advisor changed firm · fact
Jaclyn M Kane left Gibraltar Wealth Management, Llc for Lpl Financial Llc (registered 2025-10-09)
Sep 30, 2025 · Advisor changed firm · fact
Jaclyn M Kane left Wellfull for Gibraltar Wealth Management, Llc (registered 2025-03-24)
Aug 28, 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: National broker-dealer RIAderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address