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
Conor Avery Jonasson
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Apr 28, 2025
In the industry
16 y
since May 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Crusonia Wealth Advisors LLC independent RIA currentsince Apr 28, 2025 · Denver, Co
- Safeguard Wealth Management formerFeb 6, 2024 to Apr 25, 2025 · Wauwatasa, Wi
- Thrivent Advisor Network, LLC BD affiliatedAug 23, 2022 to Jan 19, 2024 · New Berlin, Wi
- Interactive Financial Advisors independent RIANov 11, 2020 to Aug 2, 2022 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Safeguard Wealth Management to Crusonia Wealth Advisors LLCleft Apr 25, 2025, registered Apr 28, 2025 (3 days) · RIA to RIA
- Thrivent Advisor Network, LLC to Safeguard Wealth Managementleft Jan 19, 2024, registered Feb 6, 2024 (18 days) · Affiliated broker-dealer or bank to independent RIA
- Interactive Financial Advisors to Thrivent Advisor Network, LLCleft Aug 2, 2022, registered Aug 23, 2022 (21 days) · RIA to affiliated broker-dealer or bank
Signals
- Conor Avery Jonasson left Safeguard Wealth Management for Crusonia Wealth Advisors Llc (registered 2025-04-28)Apr 25, 2025 · Advisor changed firm · fact
- Conor Avery Jonasson left Thrivent Advisor Network, Llc for Safeguard Wealth Management (registered 2024-02-06)Jan 19, 2024 · Advisor changed firm · fact
- Conor Avery Jonasson left Interactive Financial Advisors for Thrivent Advisor Network, Llc (registered 2022-08-23)Aug 2, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address