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 Jordan Park Group 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
Robert Daniel FalconerEp Wealth Advisors independent RIAJordan Park Group LLC independent RIARIA to RIAJul 28, 2026Aug 24, 2026
Jack Mcfarland MazzeraEmpirical Wealth Management independent RIAJordan Park Group LLC independent RIARIA to RIAJun 15, 2026Jun 23, 2026
Jennifer Diane WolfRockefeller Capital Management BD affiliatedJordan Park Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2026May 13, 2026 (54 d)
Alec James WinterhalterMorgan Stanley wirehouseJordan Park Group LLC independent RIAWirehouse to independent RIAJan 12, 2026Mar 12, 2026 (59 d)
Alina Georgiana BocuJ.P. Morgan Securities LLC wirehouseJordan Park Group LLC independent RIAWirehouse to independent RIAOct 20, 2025Apr 14, 2026 (176 d)
Carly A CohenFreestone Capital Management, LLC independent RIAJordan Park Group LLC independent RIARIA to RIAMay 5, 2025Jul 9, 2025 (65 d)
Hailun Xi ZhengFidelity Personal And Workplace Advisors BD affiliatedJordan Park Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2023Jul 30, 2025 (859 d)
Roshan PatelAlesco Advisors LLC mixed wealthJordan Park Group LLC independent RIARIA to RIASep 2, 2022Sep 8, 2022
Melissa Kathryn JonesRBC Rochdale, LLC BD affiliatedJordan Park Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2022Jan 18, 2024 (591 d)
Ashley Jordan LeggCatalyst Private Wealth, LLC independent RIAJordan Park Group LLC independent RIARIA to RIAFeb 28, 2022Mar 9, 2022
Jared Robert MarksonLake Street Advisors independent RIAJordan Park Group LLC independent RIARIA to RIAJan 22, 2021Jan 29, 2021
Autumn Joy AndersonSepio Capital, LP independent RIAJordan Park Group LLC independent RIARIA to RIAOct 30, 2019Nov 7, 2019
Benjamin Walker LesterMorgan Stanley wirehouseJordan Park Group LLC independent RIAWirehouse to independent RIAMay 18, 2015Jan 29, 2018 (987 d)
Kevin Clark DebastosSchwartz & Co. otherJordan Park Group LLC independent RIAOtherAug 3, 2012Mar 19, 2026 (4976 d)
Dana Elizabeth SchmidtAllspring Funds Management, LLC otherJordan Park Group LLC otherOtherJan 24, 2006Oct 24, 2017 (4291 d)
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15 moves match.