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

Barrett Fitzgerald Jackson

J.P. Morgan Securities LLCwirehouseSan Francisco, Ca dual registrantIAPD 6569459

Feed of 09/15/2026

Also filed as Barrett Fitzgerald Jackson

At current firm

1 y

since Aug 18, 2025

In the industry

10 y

since Sep 1, 2016 (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

J.P. Morgan Securities LLC wirehouse current
since Aug 18, 2025 · San Francisco, Ca
Texas Capital Bank Private Wealth Advisors independent RIA
Nov 22, 2024 to Jun 17, 2025 · Dallas, Tx
J.P. Morgan Securities LLC wirehouse
May 16, 2022 to Nov 19, 2024 · New York, Ny
Pks Advisory Services, LLC independent RIA
May 11, 2021 to Sep 14, 2021 · Albany, Ny
Raymond James & Associates, Inc. national BD
Jul 22, 2020 to May 5, 2021 · St. Petersburg, Fl
Avantax Advisory Services former
Oct 25, 2019 to Apr 14, 2020 · Irving, Tx
1st Global Advisors Inc former
Jan 15, 2019 to Oct 25, 2019 · Dallas, Tx
Primerica Advisors national BD
Jul 21, 2017 to Jan 4, 2019 · Duluth, Ga

Moves

a registration end followed by a registration begin elsewhere

Texas Capital Bank Private Wealth Advisors to J.P. Morgan Securities LLC
left Jun 17, 2025, registered Aug 18, 2025 (62 days) · RIA to wirehouse · moved with a team
J.P. Morgan Securities LLC to Texas Capital Bank Private Wealth Advisors
left Nov 19, 2024, registered Nov 22, 2024 (3 days) · Wirehouse to independent RIA
Pks Advisory Services, LLC to J.P. Morgan Securities LLC
left Sep 14, 2021, registered May 16, 2022 (244 days) · RIA to wirehouse
Raymond James & Associates, Inc. to Pks Advisory Services, LLC
left May 5, 2021, registered May 11, 2021 (6 days) · Affiliated broker-dealer or bank to independent RIA
Avantax Advisory Services to Raymond James & Associates, Inc.
left Apr 14, 2020, registered Jul 22, 2020 (99 days) · Affiliated broker-dealer or bank to another
1st Global Advisors Inc to Avantax Advisory Services
left Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
Primerica Advisors to 1st Global Advisors Inc
left Jan 4, 2019, registered Jan 15, 2019 (11 days) · Affiliated broker-dealer or bank to another

Signals

Barrett Fitzgerald Jackson left Texas Capital Bank Private Wealth Advisors for J.P. Morgan Securities Llc (registered 2025-08-18)
Jun 17, 2025 · Advisor changed firm · fact
Barrett Fitzgerald Jackson left J.P. Morgan Securities Llc for Texas Capital Bank Private Wealth Advisors (registered 2024-11-22)
Nov 19, 2024 · 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: Wirehousederived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address