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 Wealth Management, 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
Joseph MasinoJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAJan 29, 2026Aug 14, 2025
Benjamin LloydLido independent RIAJfg Wealth Management, LLC independent RIARIA to RIAMay 7, 2025Apr 17, 2025
Tara Juliette KravasWilliam Blair & Company L.L.C. BD affiliatedJfg Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2024Dec 12, 2024
Nicholas Holland KralJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAJul 10, 2024Apr 14, 2022
Jessica K. MargetsonInvictus Private Wealth, LLC independent RIAJfg Wealth Management, LLC independent RIARIA to RIAJul 2, 2024Aug 2, 2024 (31 d)
Fergus HallJ.P. Morgan Securities LLC wirehouseJfg Wealth Management, LLC independent RIAWirehouse to independent RIAApr 6, 2024Aug 5, 2024 (121 d)
Sean Vincent JanniAltfest Personal Wealth Management independent RIAJfg Wealth Management, LLC independent RIARIA to RIANov 9, 2023Jan 18, 2023
James Blair CallahanSaza Wealth Partners LLC unclassifiedJfg Wealth Management, LLC independent RIAOtherJan 27, 2023Jan 13, 2023
Thomas Lee BatchaOptimal Capital Advisors, LLC mixed wealthJfg Wealth Management, LLC independent RIARIA to RIADec 22, 2022Jul 27, 2022
Nicole Alysse CaizzoU.S. Bancorp Investments, Inc. BD affiliatedJfg Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2021Nov 24, 2021
Hunter William SteadleyJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAApr 5, 2021Sep 6, 2019
Brendan Michael CastlemanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJfg Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 3, 2020Mar 8, 2023 (1129 d)
Laura Kay PetersonU.S. Bancorp Investments, Inc. BD affiliatedJfg Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2018Dec 10, 2018 (203 d)
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13 moves match.