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

James Michael Gift

Juno Financial Group LLCindependent RIARichmond, VaIA-onlyIAPD 5963620

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jimmy Michael Gift

At current firm

1 y

since Jun 22, 2025

In the industry

14 y

since Nov 18, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jimmy-gift-cfp%C2%AE-30361621reportedjunofinancialgroup.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.

Registration history

IAPD current and previous registrations

Juno Financial Group LLC independent RIA current
since Jun 22, 2025 · Richmond, Va
Kestra Advisory Services, LLC BD affiliated
May 23, 2016 to Jun 16, 2025 · Glen Allen, Va
Nfp Advisor Services, LLC former
May 2, 2016 to May 23, 2016 · Glen Allen, Va
Raymond James Financial Services Advisors, Inc BD affiliated
Jan 7, 2016 to Apr 18, 2016 · Mechanicsville, Va
M&T Securities, Inc. unclassified
Mar 6, 2013 to Dec 23, 2015 · Annapolis, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 6, 2011 to Feb 19, 2013 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Kestra Advisory Services, LLC to Juno Financial Group LLC
left Jun 16, 2025, registered Jun 22, 2025 (6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Nfp Advisor Services, LLC to Kestra Advisory Services, LLC
left May 23, 2016, registered May 23, 2016 (0 days) · Other · moved with a team
Raymond James Financial Services Advisors, Inc to Nfp Advisor Services, LLC
left Apr 18, 2016, registered May 2, 2016 (14 days) · Other
M&T Securities, Inc. to Raymond James Financial Services Advisors, Inc
left Dec 23, 2015, registered Jan 7, 2016 (15 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to M&T Securities, Inc.
left Feb 19, 2013, registered Mar 6, 2013 (15 days) · Other

Signals

James Michael Gift left Kestra Advisory Services, Llc for Juno Financial Group Llc (registered 2025-06-22)
Jun 16, 2025 · 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address