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
Jacob Newhard Saxton
Feed of 09/15/2026
Also filed as Jacob Saxton
At current firm
0 y
since Apr 27, 2026
In the industry
13 y
since Aug 1, 2013 (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
Registration history
IAPD current and previous registrations
- Advisors Capital Management, LLC independent RIA currentsince Apr 27, 2026 · Ridgewood, Nj
- MML Investors Services, LLC BD affiliatedOct 22, 2021 to Apr 30, 2026 · Elmsford, Ny
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Advisors Capital Management, LLCleft Apr 30, 2026, registered Apr 27, 2026 (-3 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Jacob Newhard Saxton left Mml Investors Services, Llc for Advisors Capital Management, Llc (registered 2026-04-27)Apr 30, 2026 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address