DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Registered advisor

J•••••• A••••• N•••••

I•••••• W•••••independent RIACedar Park, TxIA-onlyIAPD 7198565
Feed of 09/14/2026
Also filed as Jeff N•••••
At current firm
2 y
since Jun 5, 2024
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
Professional profile
what the firm itself publishes, with the page it was read from
Title
INVESTMENT ANALYST, WEALTH ADVISORreportedironoakwealth.comfirm site, Sep 15, 2026
Business email
jeff@ironoakwealth.comreportedironoakwealth.comfirm site, Sep 15, 2026
Professional profile
ironoakwealth.com/team/jeffrey-newmanreportedironoakwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • J•••••• A••••• N••••• left E••••• J•••• for I•••••• W••••• (registered 2024-06-05)
    May 13, 2024 · 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