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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst11 years in industry

Jonathan Laurence DeMoss

Advisor at MISSION WEALTH MANAGEMENT, LP

St. Charles, IL

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Search this name across graphsid dfx:ria:d3d77b10-e82a-95cb-1406-8b32444b2dc2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 8, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
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: Dec 5, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Dec 5, 2014
First registration: Dec 8, 2014
Dual registered: no
Other names: JON L DEMOSS|JONATHAN DEMOSS
IAPD individual key: 6399617

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	May 15, 2024	n/a	yes	St. Charles, IL	Current employment
ADVANCE CAPITAL MANAGEMENT INC	Independent wealth	Mar 2, 2020	May 8, 2024	no	SOUTHFIELD, MI\|Lisle, IL	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Feb 3, 2015	Sep 5, 2018	no	DOWNERS GROVE, IL\|ATLANTA, GA	Previous registration
EDWARD JONES	National bd RIA	Dec 8, 2014	Dec 23, 2014	no	ELBURN, IL\|Maryland Heights, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVANCE CAPITAL MANAGEMENT INC	MISSION WEALTH MANAGEMENT, LP	May 8, 2024	May 15, 2024	7	Firm change	RIA to RIA
INVESCO ADVISERS, INC.	ADVANCE CAPITAL MANAGEMENT INC	Sep 5, 2018	Mar 2, 2020	544	Firm change after gap	Other
EDWARD JONES	INVESCO ADVISERS, INC.	Dec 23, 2014	Feb 3, 2015	42	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ ADVANCE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 2, 2020 to May 8, 2024factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Feb 3, 2015 to Sep 5, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 8, 2014 to Dec 23, 2014factForm ADV

Dated events

Occurred
May 8, 2024
Advisor changed firm
Jonathan Laurence Demoss left Advance Capital Management Inc for Mission Wealth Management, Lp (registered 2024-05-15)
Form ADVobserved 5 days ago