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

Jordan Mikal Hall

Stoker Ostler, A Part Of Bmo Financial Groupbank affiliatedScottsdale, AzIA-onlyIAPD 7294203

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jordan Hall

At current firm

0 y

since Apr 22, 2026

In the industry

13 y

since Jul 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Stoker Ostler, A Part Of Bmo Financial Group bank affiliated current
since Apr 22, 2026 · Scottsdale, Az
Morgan Stanley wirehouse
Feb 12, 2024 to Sep 12, 2024 · Gilbert, Az
Fidelity Personal And Workplace Advisors former
Jun 16, 2022 to Feb 7, 2024 · Scottsdale, Az
Securian Financial Services, Inc. former
Apr 7, 2021 to Jan 26, 2022 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Stoker Ostler, A Part Of Bmo Financial Group
left Sep 12, 2024, registered Apr 22, 2026 (587 days) · Wirehouse to independent RIA
Fidelity Personal And Workplace Advisors to Morgan Stanley
left Feb 7, 2024, registered Feb 12, 2024 (5 days) · Affiliated broker-dealer or bank to wirehouse
Securian Financial Services, Inc. to Fidelity Personal And Workplace Advisors
left Jan 26, 2022, registered Jun 16, 2022 (141 days) · Affiliated broker-dealer or bank to another

Signals

Jordan Mikal Hall left Morgan Stanley for Stoker Ostler, A Part Of Bmo Financial Group (registered 2026-04-22)
Sep 12, 2024 · Advisor changed firm · fact
Jordan Mikal Hall left Fidelity Personal And Workplace Advisors for Morgan Stanley (registered 2024-02-12)
Feb 7, 2024 · Advisor changed firm · fact
Jordan Mikal Hall left Securian Financial Services, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-06-16)
Jan 26, 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: Bank affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address