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
David James Jones
Feed of 09/14/2026
Also filed as David Jones
At current firm
5 y
since Apr 6, 2021
In the industry
16 y
since Aug 27, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Yousif Capital Management, LLC asset manager currentsince Apr 6, 2021 · Bloomfield Hills, Mi
- Lsia independent RIANov 19, 2014 to Apr 1, 2021 · Bloomfield Hills, Mi
- World Asset Management, Inc. formerJun 29, 2011 to Jul 9, 2014 · Detroit, Mi
- Comerica Securities formerOct 8, 2010 to Jul 1, 2011 · Birmingham, Mi
Moves
a registration end followed by a registration begin elsewhere
- Lsia to Yousif Capital Management, LLCleft Apr 1, 2021, registered Apr 6, 2021 (5 days) · Other · moved with a team
- World Asset Management, Inc. to Lsialeft Jul 9, 2014, registered Nov 19, 2014 (133 days) · Other
- Comerica Securities to World Asset Management, Inc.left Jul 1, 2011, registered Jun 29, 2011 (-2 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address