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
Jeffrey Scott Betros
Raymond James Financial Services Advisors, IncBD affiliatedJacksonville, Fldual registrantIAPD 5932941
Feed of 09/14/2026
Also filed as Jeffrey Scott Betros
At current firm
3 y
since Sep 7, 2023
In the industry
13 y
since Mar 1, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Sep 7, 2023 · Jacksonville, Fl
- Pacer Advisors, Inc. asset managerJan 14, 2021 to Sep 1, 2023 · Jacksonville, Fl
- Fisher Investments independent RIAAug 27, 2020 to Jan 22, 2021 · Plano, Tx
- Allspring Funds Management, LLC asset managerMar 27, 2018 to Jan 16, 2020 · St Augustine, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 11, 2013 to Jan 2, 2018 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Pacer Advisors, Inc. to Raymond James Financial Services Advisors, Incleft Sep 1, 2023, registered Sep 7, 2023 (6 days) · Other
- Fisher Investments to Pacer Advisors, Inc.left Jan 22, 2021, registered Jan 14, 2021 (-8 days) · Other
- Allspring Funds Management, LLC to Fisher Investmentsleft Jan 16, 2020, registered Aug 27, 2020 (224 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Allspring Funds Management, LLCleft Jan 2, 2018, registered Mar 27, 2018 (84 days) · Other
Signals
- Jeffrey Scott Betros left Pacer Advisors, Inc. for Raymond James Financial Services Advisors, Inc (registered 2023-09-07)Sep 1, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address