This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEITZ INVESTMENT MANAGEMENT, INC.

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 16, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 12, 2013

First registration

Nov 16, 2012

Dual registered

yes, broker-dealer

Other names

JESSICA NAGENGAST

IAPD individual key

5146530

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e2d5d01-8f18-bbc2-242e-f0c57ca6d829

First observed

Nov 16, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.