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••••••••• K•••• K••••

C•••••••••independent RIAWindsor, Co IA-onlyIAPD 6831858

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jacqueline Kabel

At current firm

0 y

since Feb 10, 2026

In the industry

13 y

since Jan 1, 2013 (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

C••••••••• independent RIA current
since Feb 10, 2026 · Knoxville, Tn
A•••• C•••• C•••••• L•• independent RIA
Apr 23, 2024 to Jan 28, 2026 · Fort Collins, Co
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 15, 2021 to Apr 18, 2023 · New York, Ny
W•••• F•••• A••••••• wirehouse
Nov 13, 2018 to Feb 7, 2019 · Fort Collins, Co

Moves

a registration end followed by a registration begin elsewhere

A•••• C•••• C•••••• L•• to C•••••••••
left Jan 28, 2026, registered Feb 10, 2026 (13 days) · RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A•••• C•••• C•••••• L••
left Apr 18, 2023, registered Apr 23, 2024 (371 days) · Wirehouse to independent RIA · moved with a team
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 7, 2019, registered Dec 15, 2021 (1042 days) · Wirehouse to wirehouse

Signals

J••••••••• K•••• K•••• left A•••• C•••• C•••••• L•• for Cogentblue (registered 2026-02-10)
Jan 28, 2026 · Advisor changed firm · fact
J••••••••• K•••• K•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A•••• C•••• C•••••• L•• (registered 2024-04-23)
Apr 18, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address