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

Johnathan Irions

Facetindependent RIAWest Palm Beach, Fl IA-onlyIAPD 7189103

Certified Financial Planner

Feed of 09/14/2026

Also filed as Johnathan D Irions

At current firm

0 y

since Apr 29, 2026

In the industry

10 y

since May 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Facet independent RIA current
since Apr 29, 2026 · Lockport, Il
Goldstone Financial Group, LLC independent RIA
Sep 4, 2025 to Jan 27, 2026 · Oakbrook Terrace, Il
Edge Financial Advisors, LLC former
Apr 18, 2025 to Aug 15, 2025 · Wheaton, Il
Northwestern Mutual Investment Services,LLC no RAUM
Apr 2, 2024 to Mar 26, 2025 · Downers Grove, Il
J.P. Morgan Securities LLC wirehouse
Jul 28, 2023 to Feb 23, 2024 · Winnetka, Il
Capital Analysts BD affiliated
Aug 10, 2021 to Mar 21, 2023 · Lombard, Il
Lincoln Investment independent RIA
Aug 10, 2021 to Mar 21, 2023 · Lombard, Il

Moves

a registration end followed by a registration begin elsewhere

Goldstone Financial Group, LLC to Facet
left Jan 27, 2026, registered Apr 29, 2026 (92 days) · RIA to RIA
Edge Financial Advisors, LLC to Goldstone Financial Group, LLC
left Aug 15, 2025, registered Sep 4, 2025 (20 days) · RIA to RIA
Northwestern Mutual Investment Services,LLC to Edge Financial Advisors, LLC
left Mar 26, 2025, registered Apr 18, 2025 (23 days) · Other
J.P. Morgan Securities LLC to Northwestern Mutual Investment Services,LLC
left Feb 23, 2024, registered Apr 2, 2024 (39 days) · Other
Capital Analysts to Lincoln Investment
left Mar 21, 2023, registered Aug 10, 2021 (-588 days) · Affiliated broker-dealer or bank to another
Lincoln Investment to J.P. Morgan Securities LLC
left Mar 21, 2023, registered Jul 28, 2023 (129 days) · RIA to wirehouse

Signals

Johnathan Irions left Goldstone Financial Group, Llc for Facet (registered 2026-04-29)
Jan 27, 2026 · Advisor changed firm · fact
Johnathan Irions left Edge Financial Advisors, Llc for Goldstone Financial Group, Llc (registered 2025-09-04)
Aug 15, 2025 · Advisor changed firm · fact
Johnathan Irions left Northwestern Mutual Investment Services,Llc for Edge Financial Advisors, Llc (registered 2025-04-18)
Mar 26, 2025 · Advisor changed firm · fact
Johnathan Irions left J.P. Morgan Securities Llc for Northwestern Mutual Investment Services,Llc (registered 2024-04-02)
Feb 23, 2024 · Advisor changed firm · fact
Johnathan Irions left Lincoln Investment for J.P. Morgan Securities Llc (registered 2023-07-28)
Mar 21, 2023 · Advisor changed firm · fact
Johnathan Irions left Capital Analysts for Lincoln Investment (registered 2021-08-10)
Mar 21, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address