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

CERITY PARTNERS 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

Aug 1, 2015earliest 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

Exams

S66

First exam

Feb 9, 2016

First registration

Feb 16, 2016

Dual registered

no

IAPD individual key

6564531

• Occurred

  Mar 1, 2024
  Advisor changed firm

  Robert Eastwood Jones left Goldman Sachs Wealth Services, L.P. for Cerity Partners Llc (registered 2024-02-07)

  Form ADVobserved 4 days ago
• Occurred

  Oct 24, 2023
  Advisor changed firm

  Robert Eastwood Jones left United Capital Financial Advisors for Goldman Sachs Wealth Services, L.P. (registered 2023-10-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e31d7dc6-33c8-1546-a52f-973fc7b820af

First observed

Feb 16, 2016

Last observed

Sep 15, 2026 4 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.