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.
John Kent Davis
- Professional profile
- linkedin.com/in/john-davis-cfp®-ea-b9314b92reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Jkd Financial state registered currentsince Feb 18, 2026 · Springfield, Mo
- Forvis Mazars Wealth Advisors, LLC independent RIAApr 13, 2022 to Jan 6, 2026 · Springfield, Mo
- Hya Advisors, Inc formerAug 5, 2020 to Apr 14, 2022 · Springfield, Mo
- Forvis Mazars Wealth Advisors, LLC to Jkd Financialleft Jan 6, 2026, registered Feb 18, 2026 (43 days) · RIA to a state-registered adviser
- Hya Advisors, Inc to Forvis Mazars Wealth Advisors, LLCleft Apr 14, 2022, registered Apr 13, 2022 (-1 days) · RIA to RIA
- John Kent Davis left Forvis Mazars Wealth Advisors, Llc for Jkd Financial (registered 2026-02-18)Jan 6, 2026 · Advisor changed firm · fact
- John Kent Davis left Hya Advisors, Inc for Forvis Mazars Wealth Advisors, Llc (registered 2022-04-13)Apr 14, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address