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
Jacob Saul Jansen
Feed of 09/14/2026
Also filed as Jacob Saul Jansen
At current firm
4 y
since Dec 17, 2021
In the industry
13 y
since Mar 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Jansen Wealth Management LLC independent RIA currentsince Dec 17, 2021 · Altoona, Wi
- International Assets Investment Management, LLC BD affiliatedOct 5, 2020 to Nov 5, 2021 · Altoona, Wi
- A.G.P / Alliance Global Partners independent RIAMay 3, 2019 to Oct 5, 2020 · Newport Beach, Ca
- Edward Jones national BDMay 20, 2013 to May 15, 2019 · Altoona, Wi
Moves
a registration end followed by a registration begin elsewhere
- International Assets Investment Management, LLC to Jansen Wealth Management LLCleft Nov 5, 2021, registered Dec 17, 2021 (42 days) · Affiliated broker-dealer or bank to a newly registered adviser
- A.G.P / Alliance Global Partners to International Assets Investment Management, LLCleft Oct 5, 2020, registered Oct 5, 2020 (0 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to A.G.P / Alliance Global Partnersleft May 15, 2019, registered May 3, 2019 (-12 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
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