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 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
Michael Gerald J ParsonsGlobal Retirement Partners LLC institutionalJfs Wealth Advisors, LLC independent RIAOtherFeb 11, 2025Jan 24, 2025
Hannah Geyer RothDimensional Fund Advisors LP asset managerJfs Wealth Advisors, LLC independent RIAOtherAug 21, 2023Jan 24, 2025 (522 d)
Robert Clinton WillisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJfs Wealth Advisors, LLC independent RIAWirehouse to independent RIAMay 18, 2023Jul 12, 2023 (55 d)
Stefan A SzygielGirard Advisory Services, LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIASep 13, 2022Oct 3, 2022
Caleb Aaron PepperdayCetera Advisor Networks LLC BD affiliatedJfs Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2022May 31, 2022 (41 d)
Sean Michael WilsonMcadam LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIADec 2, 2021Dec 13, 2023 (741 d)
Ryan Michael KennisCitizens Private Wealth independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIANov 4, 2021Nov 22, 2021
Saverio Nicholas PaglioniInteger Wealth Advisors Group, LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIAJul 8, 2021Aug 2, 2021
Thomas A FogliaInteger Wealth Advisors Group, LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIAJul 8, 2021Jul 16, 2021
Gregory Harrison ReifCompass Ion Advisors, LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIADec 15, 2020Feb 2, 2021 (49 d)
Gregory W KlipsteinTd Private Client Wealth LLC BD affiliatedJfs Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2020Oct 14, 2020
Ernie Seaton IrwinWheatland Advisors Inc independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIAAug 17, 2020Jan 25, 2023 (891 d)
Christopher Glynn YoderAmeriprise Financial Services, LLC national BDJfs Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2018Jun 18, 2018
Kyle Phillip StuckeyKfg Wealth Management, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherSep 11, 2017Aug 2, 2017
Kevin Kristofer RenneHuntington Financial Advisors otherJfs Wealth Advisors, LLC otherOtherAug 9, 2017Aug 25, 2017
Theodore William RhinehartStancorp Investment Advisers, Inc. otherJfs Wealth Advisors, LLC otherOtherJul 25, 2016Jul 22, 2016
Ryan Charles BarrettCpa Investment Solutions, LLC otherJfs Wealth Advisors, LLC otherOtherOct 13, 2015Oct 2, 2015
Robert M VogelComprehensive Investment Solutions, LLC otherJfs Wealth Advisors, LLC otherOtherOct 13, 2015Oct 2, 2015
Barbara Jeanne GloverComprehensive Investment Solutions, LLC otherJfs Wealth Advisors, LLC otherOtherOct 13, 2015Oct 5, 2015
Thomas Daniel WilsonAssembly Wealth otherJfs Wealth Advisors, LLC otherOtherAug 1, 2014Nov 26, 2014 (117 d)
Ronald William YostH.L. Zeve Associates, Inc. otherJfs Wealth Advisors, LLC otherOtherJan 14, 2013Jan 14, 2013
James Stephen LeeH.L. Zeve Associates, Inc. otherJfs Wealth Advisors, LLC otherOtherJan 14, 2013Jan 14, 2013
Ronald Paul WyattWells Fargo Advisors wirehouseJfs Wealth Advisors, LLC otherOtherSep 3, 2009Sep 18, 2009
Robert Charles JazwinskiJfs Wealth Advisors, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherJan 2, 2008Oct 12, 2007
Amanda Lynn MarcelloJfs Wealth Advisors, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherOct 31, 2007Oct 12, 2007
Stephanie Jean RossiJfs Wealth Advisors, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherOct 31, 2007Oct 12, 2007
Gary Alan DalessandroJfs Wealth Advisors, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherOct 31, 2007Oct 12, 2007
Janelle Marie WoodsJfs Wealth Advisors, LLC unclassifiedJfs Wealth Advisors, LLC otherOtherOct 31, 2007Oct 12, 2007
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28 moves match.