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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JESSE LOGAN DIETZ

Advisor at GIBBS WEALTH MANAGEMENT, LLC

HOUSTON, TX | ALPHARETTA, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2004 to Sep 15, 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: GIBBS WEALTH MANAGEMENT, LLC
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: Feb 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 16, 2000
First registration: Mar 26, 2004
Dual registered: no
IAPD individual key: 1956042

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
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Dec 14, 2023	n/a	yes	HOUSTON, TX\|ALPHARETTA, GA	Current employment
RETIREMENT PLANNERS OF TEXAS	n/a	Jun 11, 2014	Apr 1, 2024	no	HOUSTON, TX	Previous registration
WEALTH MENTORS, LLC	n/a	Feb 1, 2013	Oct 23, 2014	no	PEARLAND, TX\|HOUSTON, TX	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 19, 2012	Feb 8, 2013	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
MWA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Aug 12, 2011	Aug 27, 2012	no	BAYTOWN, TX\|BAYTOWN, TX\|Spring, TX	Previous registration
AMEGY INVESTMENTS, INC.	Former SEC adviser	Feb 2, 2009	Apr 14, 2011	no	CYPRESS, TX\|HOUSTON, TX\|BAYTOWN, TX	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Mar 11, 2008	Jan 6, 2009	no	BAYTOWN, TX\|SALT LAKE CITY, UT	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Sep 23, 2005	Mar 1, 2006	no	BIRMINGHAM, AL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 26, 2004	Sep 19, 2005	no	ROGERSVILLE, TN	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
RETIREMENT PLANNERS OF TEXAS	GIBBS WEALTH MANAGEMENT, LLC	Apr 1, 2024	Dec 14, 2023	-109	Firm change after gap	Other
WEALTH MENTORS, LLC	RETIREMENT PLANNERS OF TEXAS	Oct 23, 2014	Jun 11, 2014	-134	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	WEALTH MENTORS, LLC	Feb 8, 2013	Feb 1, 2013	-7	Firm change	Other
MWA FINANCIAL SERVICES, INC.	MSI FINANCIAL SERVICES, INC.	Aug 27, 2012	Sep 19, 2012	23	Firm change	Other
AMEGY INVESTMENTS, INC.	MWA FINANCIAL SERVICES, INC.	Apr 14, 2011	Aug 12, 2011	120	Firm change	Other
ZIONS CAPITAL ADVISORS, INC.	AMEGY INVESTMENTS, INC.	Jan 6, 2009	Feb 2, 2009	27	Firm change	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	ZIONS CAPITAL ADVISORS, INC.	Mar 1, 2006	Mar 11, 2008	741	Firm change after gap	Other
LPL FINANCIAL LLC	AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	Sep 19, 2005	Sep 23, 2005	4	Firm change	Other

Relationships

Registered with (9)

→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ RETIREMENT PLANNERS OF TEXASRegistered adviserregistration: previous registration
Jun 11, 2014 to Apr 1, 2024factForm ADV
→ WEALTH MENTORS, LLCRegistered adviserregistration: previous registration
Feb 1, 2013 to Oct 23, 2014factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 19, 2012 to Feb 8, 2013factForm ADV
→ MWA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 12, 2011 to Aug 27, 2012factForm ADV
→ AMEGY INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 2, 2009 to Apr 14, 2011factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 11, 2008 to Jan 6, 2009factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Sep 23, 2005 to Mar 1, 2006factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 26, 2004 to Sep 19, 2005factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Jesse Logan Dietz left Retirement Planners Of Texas for Gibbs Wealth Management, Llc (registered 2023-12-14)
Form ADVobserved 5 days ago