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
Jonathan Henkels
Feed of 09/14/2026
Also filed as Jonathan Henkels
At current firm
0 y
since Feb 10, 2026
In the industry
20 y
since Aug 1, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Ameritas Advisory Services, LLC BD affiliated currentsince Feb 10, 2026 · Libertyville, Il
- Beacon Global Advisor Network, LLC independent RIAFeb 25, 2025 to Jan 28, 2026 · Lake Zurich, Il
- Savant Wealth Management independent RIAMar 31, 2023 to Jan 29, 2025 · Lincolnshire, Il
- Phase III Advisory Services, Ltd independent RIAJun 10, 2020 to Jan 21, 2022 · Buffalo Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- Beacon Global Advisor Network, LLC to Ameritas Advisory Services, LLCleft Jan 28, 2026, registered Feb 10, 2026 (13 days) · RIA to affiliated broker-dealer or bank
- Savant Wealth Management to Beacon Global Advisor Network, LLCleft Jan 29, 2025, registered Feb 25, 2025 (27 days) · RIA to RIA
- Phase III Advisory Services, Ltd to Savant Wealth Managementleft Jan 21, 2022, registered Mar 31, 2023 (434 days) · RIA to RIA
Signals
- Jonathan Henkels left Beacon Global Advisor Network, Llc for Ameritas Advisory Services, Llc (registered 2026-02-10)Jan 28, 2026 · Advisor changed firm · fact
- Jonathan Henkels left Savant Wealth Management for Beacon Global Advisor Network, Llc (registered 2025-02-25)Jan 29, 2025 · Advisor changed firm · fact
- Jonathan Henkels left Phase Iii Advisory Services, Ltd for Savant Wealth Management (registered 2023-03-31)Jan 21, 2022 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address