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•••• S•••••••••
- Title
- Senior Directorreportedieqcapital.comfirm site, Sep 15, 2026
- Professional profile
- ieqcapital.com/team/jenna-steinhauer-copy-copyreportedieqcapital.comfirm site, Sep 15, 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.
- I•• C••••••• L•• independent RIA currentsince May 29, 2026 · Los Angeles, Ca
- M••••• S•••••• wirehouseOct 25, 2024 to May 18, 2026 · Long Beach, Ca
- J••• M••••• S••••••••• L•• wirehouseMar 8, 2024 to Oct 11, 2024 · Los Angeles, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerApr 25, 2019 to Oct 21, 2024 · Los Angeles, Ca
- J••• M••••• S••••••••• L•• wirehouseJun 5, 2017 to Apr 25, 2019 · Los Angeles, Ca
- U•• F•••••••• S••••••• I••• wirehouseJun 30, 2015 to May 11, 2017 · Los Angeles, Ca
- J••• M••••• S••••••••• L•• wirehouseSep 3, 2014 to Jun 12, 2015 · Beverly Hills, Ca
- M••••• S•••••• to I•• C••••••• L••left May 18, 2026, registered May 29, 2026 (11 days) · Wirehouse to independent RIA · moved with a team
- J••• M••••• P•••••• W••••• A••••••• L•• to J••• M••••• S••••••••• L••left Oct 21, 2024, registered Mar 8, 2024 (-227 days) · channel change inside one enterprise, not a move · moved with a team
- J••• M••••• S••••••••• L•• to M••••• S••••••left Oct 11, 2024, registered Oct 25, 2024 (14 days) · Wirehouse to wirehouse
- J••• M••••• S••••••••• L•• to J••• M••••• P•••••• W••••• A••••••• L••left Apr 25, 2019, registered Apr 25, 2019 (0 days) · Wirehouse to affiliated broker-dealer or bank
- U•• F•••••••• S••••••• I••• to J••• M••••• S••••••••• L••left May 11, 2017, registered Jun 5, 2017 (25 days) · Wirehouse to wirehouse · moved with a team
- J••• M••••• S••••••••• L•• to U•• F•••••••• S••••••• I•••left Jun 12, 2015, registered Jun 30, 2015 (18 days) · Wirehouse to wirehouse · moved with a team
- J•••• S••••••••• left M••••• S•••••• for I•• C••••••• L•• (registered 2026-05-29)May 18, 2026 · Advisor changed firm · fact
- J•••• S••••••••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2024-10-25)Oct 11, 2024 · Advisor changed firm · fact
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