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.

Advisor moves

Departures from Jackson Financial Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Tracy Oliff JacksonJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Christopher James RogersJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
James Allen ShantonJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Caleb Samuel RodriguezJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Rudolph Edward BrandesJackson Financial Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2020Oct 7, 2019
Michael HuJackson Financial Management otherAdviceperiod, LLC independent RIAOtherJan 5, 2018May 8, 2018 (123 d)
Kevin K ChungJackson Financial Management otherJ.P. Morgan Private Wealth Advisors LLC otherOtherMar 27, 2015May 24, 2016 (424 d)
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7 moves match.