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 Jfg Family Office
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 |
|---|---|---|---|---|---|
| William Stanley Neely | Tolleson Private Wealth Management mixed wealth | Jfg Family Office independent RIA | RIA to RIA | Mar 17, 2026 | Feb 17, 2026 |
| James Blair Callahan | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jan 13, 2023 |
| Laura Kay Peterson | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 10, 2018 |
| Rachel Comet Mckiernan | Jfg Wealth Management, LLC independent RIA | Jfg Family Office other | Other | Jan 19, 2026 | Jan 26, 2018 |
| Jessica K. Margetson | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Aug 2, 2024 |
| Bryant Hicks | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 19, 2022 |
| Brendan Michael Castleman | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Mar 8, 2023 |
| Maxwell Harris Bastien | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jul 8, 2024 |
| Nicole Alysse Caizzo | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Nov 24, 2021 |
| Nicholas James Tabor | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Feb 22, 2023 |
| Edward Simon | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 13, 2024 |
| Sean Vincent Janni | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jan 18, 2023 |
| Mark Donathan Monson | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jan 26, 2023 |
| Thomas Lee Batcha | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jul 27, 2022 |
| Fergus Hall | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Apr 2, 2025 |
| Ashlie Marie Helgeland | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 23, 2025 |
| Krista Rutz | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Oct 19, 2021 |
| Dana Claire Mcnulty | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Apr 21, 2025 |
| Samuel Owen Rice | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jan 23, 2025 |
| Tiffani N Porter | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jul 20, 2023 |
| Griffin Hamrick | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 4, 2025 |
| Benjamin Lloyd | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Apr 17, 2025 |
| Emily Johnson | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Sep 11, 2025 |
| Esteban Ignacio Missura Donoso | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Dec 22, 2025 |
| Brandon Hane | Jfg Wealth Management, LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jan 19, 2026 | Jan 2, 2026 |
| Joseph Masino | Pennington Partners & Co., LLC independent RIA | Jfg Family Office independent RIA | RIA to RIA | Jul 14, 2025 | Aug 13, 2025 |
| Fabienne Tremblay-Parent | Alliancebernstein L.P. asset manager | Jfg Family Office independent RIA | Other | Jun 6, 2025 | Jun 6, 2025 |
| Hunter William Steadley | Personal Capital Advisors Corporation independent RIA | Jfg Family Office independent RIA | RIA to RIA | Aug 2, 2019 | Sep 6, 2019 (35 d) |
| Mark Peter Mcconnell | Morgan Stanley wirehouse | Jfg Family Office independent RIA | Wirehouse to independent RIA | Jan 27, 2016 | Jul 1, 2022 (2347 d) |
| Leland Lyon Moyer | Osaic Fa, Inc. other | Jfg Family Office other | Other | Jan 5, 2015 | Jan 26, 2015 |
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30 moves match.