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 Jfs Wealth Advisors, LLC

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
Nathaniel David LochstampforJfs Wealth Advisors, LLC independent RIAConrad Siegel Investment Advisors institutionalOtherMay 21, 2026Jun 24, 2026 (34 d)
Joseph D SalmenJfs Wealth Advisors, LLC independent RIARockport Wealth Advisors independent RIARIA to RIAFeb 11, 2026Mar 16, 2026 (33 d)
Sean Michael WilsonJfs Wealth Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 14, 2025Jan 7, 2026 (54 d)
Joseph Francis KloeckerJfs Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 21, 2025Aug 26, 2025
Robert Clinton WillisJfs Wealth Advisors, LLC independent RIACapital Client Group, Inc. no RAUMOtherJun 6, 2024Jun 24, 2024
Gregory W KlipsteinJfs Wealth Advisors, LLC independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 23, 2024Mar 26, 2024 (32 d)
Stefan A SzygielJfs Wealth Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJul 12, 2023Aug 4, 2023
Caleb Aaron PepperdayJfs Wealth Advisors, LLC independent RIAAdvanced Practice Planning, LLC state registeredRIA to a state-registered adviserJun 20, 2023Jul 25, 2023 (35 d)
Christopher Glynn YoderJfs Wealth Advisors, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAAug 13, 2021Aug 13, 2021
Kyle Phillip StuckeyJfs Wealth Advisors, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAAug 13, 2021Aug 13, 2021
Robert M VogelJfs Wealth Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankApr 11, 2019Apr 8, 2019
Janelle Marie WoodsJfs Wealth Advisors, LLC otherCookson Peirce Wealth Management otherOtherJun 25, 2015Aug 4, 2015 (40 d)
Ronald Paul WyattJfs Wealth Advisors, LLC otherUnited Capital Financial Advisors otherOtherFeb 27, 2014Jan 31, 2014
Matthew Robert LoefflerJfs Wealth Advisors, LLC otherStrategic Wealth Partners, Ltd. otherOtherDec 21, 2012Sep 15, 2014 (633 d)
Stephanie Jean RossiJfs Wealth Advisors, LLC otherJnba Financial Advisors, LLC independent RIAOtherFeb 22, 2012Nov 4, 2020 (3178 d)
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15 moves match.