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

PEGASUS ASSET MANAGEMENT INC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Mar 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

May 24, 2018

First registration

May 24, 2018

Dual registered

no

Other names

Jaysen Louis Bohrod|JAYSEN L BOHROD

IAPD individual key

6658924

• Occurred

  Jun 23, 2022
  Advisor changed firm

  Jaysen Louis Bohrod left Charles Schwab & Co., Inc. for Pegasus Asset Management Inc (registered 2025-03-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9439450e-acf8-06ec-505b-cb29b318d690

First observed

May 24, 2018

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.