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
Jenna Rancourt
Feed of 09/15/2026
Also filed as Jenna Caliskan
At current firm
1 y
since Jul 8, 2025
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- MML Investors Services, LLC BD affiliated currentsince Jul 8, 2025 · Springfield, Ma
- Empower Advisory Group, LLC BD affiliatedMay 23, 2024 to Jun 10, 2025 · Winter Springs, Fl
- Nationwide Investment Advisors, LLC BD affiliatedMay 1, 2023 to Apr 22, 2024 · Columbus, Oh
- Empower Advisory Group, LLC BD affiliatedJul 22, 2022 to Mar 3, 2023 · Hartford, Ct
- Prudential Select Strategies LLC institutionalJul 1, 2020 to Nov 29, 2020 · Hartford, Ct
- Voya Financial Advisors, Inc. BD affiliatedMay 11, 2020 to Jun 9, 2020 · Wintersprings, Fl
- Petros Advisory Services, LLC unclassifiedJan 7, 2020 to Apr 24, 2020 · Winter Park, Fl
- First Advisors National, LLC independent RIAJan 3, 2019 to Dec 17, 2019 · Myrtle Beach, Sc
- Thrivent Investment Management Inc. BD affiliatedAug 30, 2016 to Nov 26, 2018 · Oviedo, Fl
Moves
a registration end followed by a registration begin elsewhere
- Empower Advisory Group, LLC to MML Investors Services, LLCleft Jun 10, 2025, registered Jul 8, 2025 (28 days) · Affiliated broker-dealer or bank to another
- Nationwide Investment Advisors, LLC to Empower Advisory Group, LLCleft Apr 22, 2024, registered May 23, 2024 (31 days) · Affiliated broker-dealer or bank to another
- Empower Advisory Group, LLC to Nationwide Investment Advisors, LLCleft Mar 3, 2023, registered May 1, 2023 (59 days) · Affiliated broker-dealer or bank to another
- Prudential Select Strategies LLC to Empower Advisory Group, LLCleft Nov 29, 2020, registered Jul 22, 2022 (600 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Voya Financial Advisors, Inc. to Prudential Select Strategies LLCleft Jun 9, 2020, registered Jul 1, 2020 (22 days) · Affiliated broker-dealer or bank to independent RIA
- Petros Advisory Services, LLC to Voya Financial Advisors, Inc.left Apr 24, 2020, registered May 11, 2020 (17 days) · Other
- First Advisors National, LLC to Petros Advisory Services, LLCleft Dec 17, 2019, registered Jan 7, 2020 (21 days) · Other
- Thrivent Investment Management Inc. to First Advisors National, LLCleft Nov 26, 2018, registered Jan 3, 2019 (38 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Jenna Rancourt left Empower Advisory Group, Llc for Mml Investors Services, Llc (registered 2025-07-08)Jun 10, 2025 · Advisor changed firm · fact
- Jenna Rancourt left Nationwide Investment Advisors, Llc for Empower Advisory Group, Llc (registered 2024-05-23)Apr 22, 2024 · Advisor changed firm · fact
- Jenna Rancourt left Empower Advisory Group, Llc for Nationwide Investment Advisors, Llc (registered 2023-05-01)Mar 3, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address