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
Rodney Dean Jarrell
Certified Financial Planner
Feed of 09/15/2026
Also filed as Rodney Dean Jerrell
At current firm
7 y
since Aug 13, 2019
In the industry
17 y
since Feb 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Simplicity Wealth mixed wealth currentsince Aug 13, 2019 · Summit, Nj
- First Advisors National, LLC independent RIAOct 11, 2016 to Jul 18, 2019 · Carrollton, Tx
- Global Financial Private Capital, Inc. formerAug 13, 2015 to Aug 1, 2016 · Carrollton, Tx
- Financial Security Services Group, Inc. state registeredAug 25, 2014 to Jul 31, 2015 · Carrollton, Tx
Moves
a registration end followed by a registration begin elsewhere
- First Advisors National, LLC to Simplicity Wealthleft Jul 18, 2019, registered Aug 13, 2019 (26 days) · RIA to a newly registered adviser
- Global Financial Private Capital, Inc. to First Advisors National, LLCleft Aug 1, 2016, registered Oct 11, 2016 (71 days) · Other
- Financial Security Services Group, Inc. to Global Financial Private Capital, Inc.left Jul 31, 2015, registered Aug 13, 2015 (13 days) · Other
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address