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

OARSMAN CAPITAL, 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

Jul 21, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 21, 2014

First registration

Jul 22, 2014

Dual registered

no

Other names

JACLYN ARIELLA SMALL

IAPD individual key

6043967

• Occurred

  Nov 15, 2022
  Advisor changed firm

  Jaclyn Ariella Gruber left Johnson Wealth Inc. for Oarsman Capital, Inc (registered 2023-01-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac08a6f7-8ab8-3e82-093f-33b463ee54cd

First observed

Jul 22, 2014

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.