Dominic Jansen's share of assets with your firm went from 29% to 40%

Dominic Jansen · HNW · 50-59 · Chicago, IL · Advisor Dana Whitfield

Why it fired

Up 11 points in 90 days. Total assets: $7,942,999.

Rule: The home firm's share of total assets moves by 10 points or more within 90 days.

Share of assets with your firm

Evidence (7)

Reported balance
Aug 10, 2026 · Your Firm brokerage account
$1,594,507
Reported balance
Aug 10, 2026 · Your Firm IRA account
$896,700
Transfer to Morgan Stanley brokerage ••3948
Oct 26, 2026 · Your Firm brokerage account
−$624,900
Transfer to Your Firm brokerage ••9995
Nov 13, 2026 · Morgan Stanley brokerage account
−$1,248,300
Transfer from Morgan Stanley brokerage ••3948
Nov 13, 2026 · Your Firm brokerage account
+$1,248,300
Reported balance
Nov 14, 2026 · Your Firm brokerage account
$2,285,203
Reported balance
Nov 14, 2026 · Your Firm IRA account
$919,477

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Dominic, thank you for trusting us with more of your assets. I'd like to make sure everything is set up the way you want it.”

A prompt for a conversation, not financial advice.

Status: New