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 Jgp 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Estep Carmichael | Fisher Investments independent RIA | Jgp Wealth Management, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Mar 26, 2026 (43 d) |
| Catherine Jetta Miller | Wealth Enhancement Advisory Services, LLC BD affiliated | Jgp Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2025 | Jun 26, 2025 |
| Eric Scott Koford | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | May 15, 2025 | Jun 3, 2025 |
| Michelle Benedict | J.P. Morgan Securities LLC wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Mar 13, 2025 |
| Chelsea Renae Tilly | Svb Wealth BD affiliated | Jgp Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | Jun 21, 2024 (45 d) |
| Katia Nicole Prochovnic | J.P. Morgan Securities LLC wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Apr 6, 2024 | Oct 10, 2025 (552 d) |
| Katelyn M Kalomiris | Robert W. Baird & Co. Incorporated mixed wealth | Jgp Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2024 | Aug 20, 2024 (138 d) |
| Rowan A Colby | Morgan Stanley wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Nov 1, 2023 | Jan 2, 2025 (428 d) |
| Christopher Todd Jones | Fidelity Personal And Workplace Advisors BD affiliated | Jgp Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2022 | Oct 26, 2022 (202 d) |
| Joseph Perkins Gross | Wells Fargo Advisors wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 24, 2018 | Mar 8, 2018 (43 d) |
| Kevin Douglas Sanger | Wells Fargo Advisors wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 24, 2018 | Mar 8, 2018 (43 d) |
| Kendra Elizabeth Biller | Wells Fargo Advisors wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 24, 2018 | Dec 11, 2025 (2878 d) |
| Jonathan Matthew Laws | Wells Fargo Advisors wirehouse | Jgp Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 24, 2018 | Feb 26, 2018 (33 d) |
| David Jeff Paustian | Wells Fargo Advisors wirehouse | Jgp Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 22, 2018 | Mar 9, 2018 (46 d) |
| Shannon Crowder Jones | Strategic Advisers LLC national BD | Jgp Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2012 | Jan 23, 2020 (2871 d) |
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15 moves match.