DFX Intelligence
Advisors
Advisors registered through SpcAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
478 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Gary Eugene Jarvis dual registrant | Spc BD affiliated | Ann Arbor, Mi | Mar 5, 2010 | 27 y | 0 | 2 |
| Gregory Daresh Jasick | Spc BD affiliated | Grand Rapids, Mi | Jan 2, 2025 | 23 y | 2 | 1 |
| Kristopher Lee Jerke dual registrant | Spc BD affiliated | Sioux Falls, Sd | Aug 14, 2025 | 14 y | 1 | 1 |
| R••••• G••••• J•••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Saginaw, Mi | Jan 5, 2026 | 42 y | 0 | 1 |
| V•••••• M•••• J•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Dec 14, 2015 | 20 y | 2 | 1 |
| Z••••• J•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 15, 2026 | 11 y | 0 | 1 |
| C•••••• E•••••• J•••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Sioux Falls, Sd | Feb 4, 2025 | 12 y | 0 | 1 |
| K••••••• S•• J•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 2, 2026 | 31 y | 3 | 1 |
| L•••• C••••••••• J•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 3, 2004 | 24 y | 0 | 1 |
| T• H••••• J••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 20, 2026 | 10 y | 0 | 1 |
| C••••••••• W••••• J•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 19, 2025 | 34 y | 1 | 1 |
| H••••• A•••• K•••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 7, 2009 | 36 y | 2 | 2 |
| J••• A••••• K•••••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Mount Clemens, Mi | Feb 11, 2010 | 53 y | 0 | 1 |
| R••••• S•••••• K••••••••• dual registrant | S•• BD affiliated | Cedar Park, Tx | Jan 18, 2019 | 40 y | 3 | 1 |
| J•••••• A••• K••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Hopedale, Ma | Jun 6, 2011 | 39 y | 2 | 2 |
| K••• A•••••• K•• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 18, 2021 | 13 y | 1 | 1 |
| S•••• P•••••• K••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 22, 2010 | 25 y | 0 | 1 |
| C••••••••• S••• K•••• dual registrant | S•• BD affiliated | Flint, Mi | Jan 3, 2025 | 32 y | 2 | 1 |
| P•••••• M•••••• K•••• | S•• BD affiliated | Centennial, Co | Dec 2, 2008 | 42 y | 1 | 1 |
| C•••• H••••• K•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 19, 2006 | 22 y | 0 | 2 |
| A••••• D•••• K•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 22, 2010 | 28 y | 0 | 1 |
| E••••• O•••••••• K••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 15, 2008 | 36 y | 1 | 2 |
| S•••• K•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 2, 2025 | 12 y | 0 | 1 |
| B•••• E••• K••• dual registrant | S•• BD affiliated | Shelby Twp., Mi | Apr 21, 2017 | 17 y | 1 | 1 |
| A•• E•••••••• K••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 13, 2025 | 12 y | 5 | 1 |
| L•••••• K•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 6, 2026 | 9 y | 1 | 2 |
| D•••• J••• K•••• D••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 25, 2025 | 13 y | 0 | 1 |
| W•••• K••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 11, 2013 | 18 y | 3 | 2 |
| J••••• Z••••• K••••••• dual registrant | S•• BD affiliated | Lathrup Village, Mi | Aug 27, 2010 | 27 y | 2 | 2 |
| L•••••• M•••• K•••• dual registrant | S•• BD affiliated | Harper Woods, Mi | Feb 14, 2024 | 13 y | 0 | 1 |
| A••• P•••• K•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Eastchestor, Ny | Jan 29, 2021 | 15 y | 0 | 2 |
| M••• D•••• K•••••••• dual registrant | S•• BD affiliated | Okemos, Mi | Mar 7, 2013 | 32 y | 1 | 1 |
| M•••••• S•••• K••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 6, 2011 | 35 y | 0 | 1 |
| J••• A•••• K•••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 2, 2009 | 20 y | 1 | 2 |
| A•••••• K••••• dual registrant | S•• BD affiliated | Allen Park, Mi | Feb 26, 2010 | 23 y | 0 | 2 |
| J•••••••• H••••• L••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 25, 2019 | 11 y | 1 | 2 |
| J••• T••••• L••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 5, 2007 | 28 y | 0 | 1 |
| D•••• J•••• L••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 7, 2018 | 42 y | 0 | 1 |
| T•••••• R•••• L•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 18, 2014 | 41 y | 1 | 1 |
| R•••••• D•••••• L•• dual registrant | S•• BD affiliated | Plymouth, Mi | Oct 14, 2010 | 28 y | 0 | 1 |
| J•••• C••••••••• L•• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Dec 14, 2007 | 21 y | 1 | 2 |
| S••••• A••• L•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 15, 2006 | 24 y | 0 | 1 |
| A••• L••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 26, 2026 | 13 y | 0 | 1 |
| R•••••• W•••••• L••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 27, 2010 | 44 y | 0 | 2 |
| T••••• E••••• L•••••••• dual registrant | S•• BD affiliated | Celina, Oh | Jan 2, 2002 | 32 y | 0 | 1 |
| R••••• D•••• L•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 20, 2026 | 18 y | 13 | 1 |
| C•••••• J•••• L•••••• dual registrant | S•• BD affiliated | Lebanon, Pa | Feb 3, 2025 | 10 y | 1 | 1 |
| R•••••• L••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Dec 3, 2010 | 29 y | 0 | 1 |
| J••••••• L••••• L•••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Opelousas, La | Mar 12, 2008 | 42 y | 0 | 1 |
| J••••• J••• L•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 28, 2010 | 20 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.