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
Jason Willyard
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Daniel Willyard
At current firm
2 y
since Mar 19, 2024
In the industry
11 y
since Jan 9, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Mar 19, 2024 · Chicago, Il
- Advisors Asset Management, Inc. mixed wealthOct 21, 2019 to Mar 7, 2024 · Chicago, Il
- Citizens Securities, Inc. BD affiliatedOct 1, 2018 to May 16, 2019 · Phoenix, Az
- Sigfig Wealth Management LLC independent RIAMay 9, 2017 to Sep 17, 2018 · Phoenix, Az
- Strategic Advisers LLC national BDJan 15, 2015 to Sep 23, 2016 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Advisors Asset Management, Inc. to J.P. Morgan Securities LLCleft Mar 7, 2024, registered Mar 19, 2024 (12 days) · Other
- Citizens Securities, Inc. to Advisors Asset Management, Inc.left May 16, 2019, registered Oct 21, 2019 (158 days) · Affiliated broker-dealer or bank to independent RIA
- Sigfig Wealth Management LLC to Citizens Securities, Inc.left Sep 17, 2018, registered Oct 1, 2018 (14 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Strategic Advisers LLC to Sigfig Wealth Management LLCleft Sep 23, 2016, registered May 9, 2017 (228 days) · Other
Signals
- Jason Willyard left Advisors Asset Management, Inc. for J.P. Morgan Securities Llc (registered 2024-03-19)Mar 7, 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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address