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 Clark
Feed of 09/14/2026
Also filed as Jason Patrick Clark
At current firm
0 y
since Sep 8, 2026
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Sep 8, 2026 · Greenwood Village, Co
- Charles Schwab & Co., Inc. national BDOct 27, 2025 to Aug 27, 2026 · Atlanta, Ga
- Strategic Advisers LLC national BDMar 31, 2025 to Oct 21, 2025 · Dacula, Ga
- Fidelity Personal And Workplace Advisors formerJul 14, 2022 to Mar 31, 2025 · Dunwoody, Ga
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jun 18, 2021 · Boston, Ma
- Strategic Advisers LLC national BDMay 12, 2017 to Jul 13, 2018 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Empower Advisory Group, LLCleft Aug 27, 2026, registered Sep 8, 2026 (12 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Charles Schwab & Co., Inc.left Oct 21, 2025, registered Oct 27, 2025 (6 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- Jason Clark left Charles Schwab & Co., Inc. for Empower Advisory Group, Llc (registered 2026-09-08)Aug 27, 2026 · Advisor changed firm · fact
- Jason Clark left Strategic Advisers Llc for Charles Schwab & Co., Inc. (registered 2025-10-27)Oct 21, 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
- 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