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
Jackson Keith Traxler
Feed of 09/15/2026
Also filed as Jack Traxler
At current firm
4 y
since Nov 12, 2021
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rockefeller Capital Management BD affiliated currentsince Nov 12, 2021 · Bethesda, Md
- Rockefeller Capital Management BD affiliatedApr 22, 2024 to Nov 6, 2025 · Bethesda, Md
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Nov 14, 2021 · Mclean, Va
- Bb&T Securities, LLC formerAug 5, 2020 to Feb 17, 2021 · Mclean, Va
- Morgan Stanley wirehouseAug 22, 2019 to Jul 28, 2020 · Reston, Va
Moves
a registration end followed by a registration begin elsewhere
- Rockefeller Capital Management to no registered destinationleft Nov 6, 2025 · Departure, no registered destination
- Truist Advisory Services, Inc. to Rockefeller Capital Managementleft Nov 14, 2021, registered Nov 12, 2021 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Bb&T Securities, LLCleft Jul 28, 2020, registered Aug 5, 2020 (8 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Jackson Keith Traxler no longer registered at Rockefeller Capital Management; no later IA registration on IAPDNov 6, 2025 · Advisor departure · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address