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.
Jonathan Louis Jung
- Title
- Investment Adviser Representativereported401kmaneuver.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.
- Royal Fund Management, LLC independent RIA currentsince Sep 13, 2021 · Altamonte Springs, Fl
- Iams Wealth Management, LLC independent RIAMar 25, 2020 to Sep 23, 2021 · Omaha, Ne
- Lanark Financial, Inc. BD affiliatedDec 1, 2014 to Feb 26, 2020 · Tavares, Fl
- Iams Wealth Management, LLC to Royal Fund Management, LLCleft Sep 23, 2021, registered Sep 13, 2021 (-10 days) · RIA to RIA
- Lanark Financial, Inc. to Iams Wealth Management, LLCleft Feb 26, 2020, registered Mar 25, 2020 (28 days) · Affiliated broker-dealer or bank to independent RIA
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.
- 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