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•••• M••••• J•••••

M••• W•••••independent RIADenver, CoIA-onlyIAPD 6465293

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jacob Jaegle

At current firm

2 y

since Mar 5, 2024

In the industry

12 y

since Apr 1, 2014 (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

M••• W••••• independent RIA current
since Mar 5, 2024 · Denver, Co
M••••• G•••• I••••••••• A•••••••• L•• independent RIA
Feb 25, 2022 to Mar 5, 2024 · Denver, Co
M••••• G••••• A••••••• I••• independent RIA
Jul 29, 2020 to Feb 20, 2022 · Greenwood Village, Co
M• J• S•••• A•• A••••••••• former
Aug 30, 2018 to Mar 29, 2021 · Greenwood Village, Co
P••••••• C•••••• A••••••• C••••••••• former
Mar 20, 2015 to Jun 8, 2018 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

M••••• G•••• I••••••••• A•••••••• L•• to M••• W•••••
left Mar 5, 2024, registered Mar 5, 2024 (0 days) · RIA to RIA
M••••• G••••• A••••••• I••• to M••••• G•••• I••••••••• A•••••••• L••
left Feb 20, 2022, registered Feb 25, 2022 (5 days) · RIA to RIA
M• J• S•••• A•• A••••••••• to M••••• G••••• A••••••• I•••
left Mar 29, 2021, registered Jul 29, 2020 (-243 days) · RIA to RIA · moved with a team
P••••••• C•••••• A••••••• C••••••••• to M• J• S•••• A•• A•••••••••
left Jun 8, 2018, registered Aug 30, 2018 (83 days) · RIA to RIA

Signals

J•••• M••••• J••••• left M••••• G•••• I••••••••• A•••••••• L•• for M••• W••••• (registered 2024-03-05)
Mar 5, 2024 · Advisor changed firm · fact
J•••• M••••• J••••• left M••••• G••••• A••••••• I••• for M••••• G•••• I••••••••• A•••••••• L•• (registered 2022-02-25)
Feb 20, 2022 · 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address