Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Kathleen Kempf Your Path Financial LLC, Adkins, Tx
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $1M to $2M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
Jennifer Kang Jwk Financial, Long Island City, Ny
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $12M; portable $10M to $12M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
William Benner Aviator Financial, LLC, Newport, Pa
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $22M; portable $19M to $21M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
Ginger Ames Whisper Financial, Cobb, Ca
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $2M; portable $1M to $1M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
Nicola Cyr Five8 Financial LLC, Rogers, Ar
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $2M to $4M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 39 related advisors, 38 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
J•••• B••••• W••• W••••• P•••••••• L••, N••••••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $16M; portable $14M to $15M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
D•••• P•••••• P••••• C•••••• M••••••••• L••
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $4M; portable $2M to $3M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
L••••• G••• F•••• A•••••• S••••••••• L••, S•• L••••• M•
platform or SMA manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 18 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
K••• W••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Before a call: a dated reason to call now; practice size.
A•••••• H••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R•••• A••••••• D•••••••• W••••• M••••••••• L••, S••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 42 related advisors, 35 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L••••••• C••••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S•••••• G••••••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E••• L••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• H•••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••••• H••••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••• B••••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
T•••••• N••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E•••••••• B••••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S••••• C•••• L••••••• S••••••••• C••••, M•••••••• G•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 10 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C••••• R••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 21 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L••••••• H••••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••••• P•••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
K••• B•••••• F••• F••••••••, S•••• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• G•••••• I•• F••• F••••••••, S•••• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 18 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B••••••• S••••••• F••• F••••••••, S•••• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 18 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
N•••• C••••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
H•••••• D••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• P••••••• T••••••• A•••••• N••••••• L••, M••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
P•••••• S•••••••• F••• F••••••••, S•••• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
office line; firm contact form or inbox
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••• B••••••• T••••• F••• W•••••, D•••••• C•
no RAUM reported
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
L•••• W••••••• F••• F••••••••, S•••• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 19 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• L••••••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
T•••••• G••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
P•••• A•••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R••••• M••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 22 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J•••••• M••••• G••••• R••••••••• P••••••• L••, F••• L••••••••• F•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 11 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B••• B•••• T••••••• A•••••• N••••••• L••, M••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Before a call: a dated reason to call now; practice size.
M•••• M••••••• J••• M••••• S••••••••• L••, B•••••••• W•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••••• R•••••••• J••• M••••• S••••••••• L••, B•••••••• W•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.

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