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.

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Registered advisor

J••••• R•••••• V••••••••

F••••••independent RIASan Francisco, Ca IA-onlyIAPD 6155692

Certified Financial Planner

Feed of 09/15/2026

Also filed as Josh V••••••••

At current firm

1 y

since Feb 10, 2025

In the industry

13 y

since Feb 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Feb 10, 2025 · San Francisco, Ca
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Feb 11, 2025 · Vinton, Ia
C••••• A•••••• N••••••• L•• former
Apr 7, 2022 to Jun 29, 2023 · Vinton, Ia
C••••• A•••••• N••••••• L•• former
Mar 3, 2022 to Mar 4, 2022 · Cedar Rapids, Ia
C••• L•• BD affiliated
Mar 3, 2022 to Feb 11, 2025 · Cedar Rapids, Ia

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to F••••••
left Feb 11, 2025, registered Feb 10, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA
C••• L•• to C••••• A•••••• N••••••• L••
left Feb 11, 2025, registered Apr 7, 2022 (-1041 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
C••••• A•••••• N••••••• L•• to C••• L••
left Mar 4, 2022, registered Mar 3, 2022 (-1 days) · Affiliated broker-dealer or bank to another

Signals

J••••• R•••••• V•••••••• left C••••• I••••••••• A••••••• L•• for Farther (registered 2025-02-10)
Feb 11, 2025 · a•••••• firm change · fact
J••••• R•••••• V•••••••• left C••• L•• for C••••• A•••••• N••••••• L•• (registered 2022-04-07)
Feb 11, 2025 · a•••••• firm change · fact
J••••• R•••••• V•••••••• left C••••• A•••••• N••••••• L•• for C••• L•• (registered 2022-03-03)
Mar 4, 2022 · a•••••• firm change · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address