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

MOMENTUM WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Sep 28, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S66

First exam

Sep 28, 2009

First registration

Feb 18, 2016

Dual registered

no

Other names

JAKE DERRIG|Jake Frederick Derrig

IAPD individual key

5687178

• Occurred

  Sep 20, 2024
  Advisor changed firm

  Jacob Frederick Derrig left Charles Schwab & Co., Inc. for Momentum Wealth Management (registered 2024-12-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4193d1fb-8fd4-b9ab-c83f-390dafeb4789

First observed

Feb 18, 2016

Last observed

Sep 14, 2026 5 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.