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

Jason Harold York

Edward Jonesnational BDCary, Ncdual registrantIAPD 6370813

Feed of 09/14/2026

At current firm

0 y

since Mar 5, 2026

In the industry

12 y

since Jul 1, 2014 (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

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Mar 5, 2026 · Cary, Nc
Capital Investment Advisory Services, LLC BD affiliated
Jun 10, 2025 to Mar 5, 2026 · Cary, Nc
LPL Financial LLC BD affiliated
Jul 26, 2021 to Jun 23, 2025 · Cary, Nc
Truist Advisory Services, Inc. BD affiliated
Feb 17, 2021 to Mar 17, 2021 · Atlanta, Ga
Bb&T Securities, LLC former
Jan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
Bb&T Investment Services, Inc. former
Aug 29, 2014 to Jan 2, 2018 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Capital Investment Advisory Services, LLC to Edward Jones
left Mar 5, 2026, registered Mar 5, 2026 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
LPL Financial LLC to Capital Investment Advisory Services, LLC
left Jun 23, 2025, registered Jun 10, 2025 (-13 days) · Affiliated broker-dealer or bank to another
Truist Advisory Services, Inc. to LPL Financial LLC
left Mar 17, 2021, registered Jul 26, 2021 (131 days) · Affiliated broker-dealer or bank to another · moved with a team
Bb&T Securities, LLC to Truist Advisory Services, Inc.
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
Bb&T Investment Services, Inc. to Bb&T Securities, LLC
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move

Signals

Jason Harold York left Capital Investment Advisory Services, Llc for Edward Jones (registered 2026-03-05)
Mar 5, 2026 · Advisor changed firm · fact
Jason Harold York left Lpl Financial Llc for Capital Investment Advisory Services, Llc (registered 2025-06-10)
Jun 23, 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: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address