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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••••• D••• H•••••

C••••••• F•••••••• A••••••• I••independent RIADowners Grove, IlIA-onlyIAPD 6975211

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeffrey D Hansen

At current firm

2 y

since Sep 26, 2023

In the industry

11 y

since Jul 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• F•••••••• A••••••• I•• independent RIA current
since Sep 26, 2023 · Downers Grove, Il
W•••• F•••• A••••••• wirehouse
Feb 16, 2023 to Sep 22, 2023 · Chicago, Il
W•••• F•••• A••••••• wirehouse
Aug 16, 2022 to Sep 22, 2023 · Chicago, Il
R••••••••• A••••••• L•• independent RIA
Jul 23, 2021 to Aug 9, 2022 · Chicago, Il
S••••••• F•••••••• unclassified
May 1, 2020 to Oct 15, 2021 · Chicago, Il
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 27, 2018 to Feb 25, 2020 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C••••••• F•••••••• A••••••• I••
left Sep 22, 2023, registered Sep 26, 2023 (4 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Sep 22, 2023, registered Feb 16, 2023 (-218 days) · channel change inside one enterprise, not a move
R••••••••• A••••••• L•• to W•••• F•••• A•••••••
left Aug 9, 2022, registered Aug 16, 2022 (7 days) · RIA to wirehouse
S••••••• F•••••••• to R••••••••• A••••••• L••
left Oct 15, 2021, registered Jul 23, 2021 (-84 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••••• F••••••••
left Feb 25, 2020, registered May 1, 2020 (66 days) · Other

Signals

J•••••• D••• H••••• left W•••• F•••• A••••••• for C••••••• F•••••••• A••••••• I•• (registered 2023-09-26)
Sep 22, 2023 · Advisor changed firm · fact
J•••••• D••• H••••• left R••••••••• A••••••• L•• for W•••• F•••• A••••••• (registered 2022-08-16)
Aug 9, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address