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
Arrivals at Jnba Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Laura Rose Haupt | Nepsis, Inc. independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Jun 15, 2026 (124 d) |
| Bailey Marie Norby | The Advocate Group, LLC independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Jun 26, 2025 | Jul 9, 2025 |
| Shelby Rae St Martin | Bluestem Wealth Partners, LLC independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Oct 3, 2023 |
| Paul Daniel Scoles | Cetera Investment Advisers LLC BD affiliated | Jnba Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2023 | Dec 6, 2023 |
| Mark Alan Rosenkranz | RBC Capital Markets, LLC national BD | Jnba Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2023 | Apr 28, 2023 (51 d) |
| Jessica Ruth Seifert | Brighton Jones LLC independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Nov 21, 2022 | Nov 16, 2022 |
| Haley Ann Frecon | Ameriprise Financial Services, LLC national BD | Jnba Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2021 | Aug 6, 2021 (39 d) |
| Noel Patrick Silker | Raymond James Financial Services Advisors, Inc BD affiliated | Jnba Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2020 | Jun 25, 2020 (113 d) |
| Ashley Lynn Reiter | Bgm Wealth Management independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Feb 10, 2019 | Feb 12, 2019 |
| Elise Marie Pederson Huston | All Star Financial Inc other | Jnba Financial Advisors, LLC other | Other | Sep 22, 2014 | Dec 22, 2017 (1187 d) |
| Stephanie Jean Rossi | Jfs Wealth Advisors, LLC other | Jnba Financial Advisors, LLC independent RIA | Other | Feb 22, 2012 | Nov 4, 2020 (3178 d) |
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11 moves match.