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

Jeffrey Thomas Bone

Independent Wealth Network, Inc.independent RIAUrbandale, Ia IA-onlyIAPD 7034013

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeff Bone

At current firm

1 y

since Jun 25, 2025

In the industry

14 y

since Jul 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Wealth Network, Inc. independent RIA current
since Jun 25, 2025 · Urbandale, Ia
Fra Wealth Management LLC independent RIA
Mar 20, 2025 to Jun 19, 2025 · O'Fallon, Il
Northwestern Mutual Investment Services,LLC no RAUM
May 15, 2024 to Oct 10, 2024 · Saint Louis, Mo
Osaic Institutions, Inc. BD affiliated
Oct 12, 2022 to Jan 16, 2024 · Creve Coeur, Mo
U.S. Bancorp Investments, Inc. former
Jul 21, 2021 to Sep 30, 2022 · Webster Groves, Mo

Moves

a registration end followed by a registration begin elsewhere

Fra Wealth Management LLC to Independent Wealth Network, Inc.
left Jun 19, 2025, registered Jun 25, 2025 (6 days) · RIA to RIA
Northwestern Mutual Investment Services,LLC to Fra Wealth Management LLC
left Oct 10, 2024, registered Mar 20, 2025 (161 days) · Other
Osaic Institutions, Inc. to Northwestern Mutual Investment Services,LLC
left Jan 16, 2024, registered May 15, 2024 (120 days) · Other
U.S. Bancorp Investments, Inc. to Osaic Institutions, Inc.
left Sep 30, 2022, registered Oct 12, 2022 (12 days) · Affiliated broker-dealer or bank to another

Signals

Jeffrey Thomas Bone left Fra Wealth Management Llc for Independent Wealth Network, Inc. (registered 2025-06-25)
Jun 19, 2025 · Advisor changed firm · fact
Jeffrey Thomas Bone left Northwestern Mutual Investment Services,Llc for Fra Wealth Management Llc (registered 2025-03-20)
Oct 10, 2024 · Advisor changed firm · fact
Jeffrey Thomas Bone left Osaic Institutions, Inc. for Northwestern Mutual Investment Services,Llc (registered 2024-05-15)
Jan 16, 2024 · Advisor changed firm · fact
Jeffrey Thomas Bone left U.S. Bancorp Investments, Inc. for Osaic Institutions, Inc. (registered 2022-10-12)
Sep 30, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address