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 Thomas Niles
Feed of 09/15/2026
Also filed as Jacob T Niles
At current firm
0 y
since May 5, 2026
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince May 5, 2026 · Greenwood Village, Co
- Raleigh Capital Management Inc. independent RIAJan 9, 2026 to Mar 20, 2026 · Cary, Nc
- Strategic Advisers LLC national BDMar 31, 2025 to Sep 18, 2025 · Durham, Nc
- Fidelity Personal And Workplace Advisors formerOct 10, 2024 to Mar 31, 2025 · Morrisville, Nc
Moves
a registration end followed by a registration begin elsewhere
- Raleigh Capital Management Inc. to Empower Advisory Group, LLCleft Mar 20, 2026, registered May 5, 2026 (46 days) · RIA to affiliated broker-dealer or bank
- Strategic Advisers LLC to Raleigh Capital Management Inc.left Sep 18, 2025, registered Jan 9, 2026 (113 days) · Affiliated broker-dealer or bank to independent RIA
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Signals
- Jacob Thomas Niles left Raleigh Capital Management Inc. for Empower Advisory Group, Llc (registered 2026-05-05)Mar 20, 2026 · Advisor changed firm · fact
- Jacob Thomas Niles left Strategic Advisers Llc for Raleigh Capital Management Inc. (registered 2026-01-09)Sep 18, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address