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.
J••••• E••••• S••••
- Title
- partner + financial plannerreportedredeemfinancialgroup.comfirm site, Sep 16, 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.
- R••••• W••••• M••••••••• independent RIA currentsince Apr 12, 2021 · Gilbert, Az
- S••••••••• F•••••••• state registeredSep 10, 2015 to Jul 27, 2021 · Gilbert, Az
- L•• F•••••••• L•• BD affiliatedFeb 25, 2011 to Aug 25, 2015 · Mesa, Az
- S••••••••• F•••••••• to R••••• W••••• M•••••••••left Jul 27, 2021, registered Apr 12, 2021 (-106 days) · Other
- L•• F•••••••• L•• to S••••••••• F••••••••left Aug 25, 2015, registered Sep 10, 2015 (16 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