DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Scott Merkow

Jsm Investment Managementstate registeredSeminole, FlIA-onlyIAPD 1237176

Feed of 09/14/2026

At current firm

0 y

since Feb 13, 2026

In the industry

42 y

since Jul 6, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Jsm Investment Management state registered current
since Feb 13, 2026 · Seminole, Fl
Fortis Capital Advisors, LLC independent RIA
Jan 16, 2025 to Jun 30, 2025 · Seminole, Fl
Fortis Capital Advisors, LLC independent RIA
Sep 16, 2024 to Sep 27, 2024 · Tampa, Fl
Edelman Financial Engines independent RIA
Sep 19, 2022 to Jun 13, 2023 · Seminole, Fl
Severin Investments LLC independent RIA
May 11, 2022 to Jun 13, 2022 · Clearwater, Fl
Investment Philosopher, LLC unclassified
Jul 29, 2019 to May 20, 2022 · Seminole, Fl
Invst, LLC independent RIA
Aug 14, 2018 to May 10, 2019 · Tampa, Fl
Investment Philosopher, LLC unclassified
Jan 31, 2018 to Aug 10, 2018 · Seminole, Fl
Investment Philosopher unclassified
Jan 2, 2015 to Dec 31, 2015 · St. Petersburg, Fl

Moves

a registration end followed by a registration begin elsewhere

Fortis Capital Advisors, LLC to Jsm Investment Management
left Jun 30, 2025, registered Feb 13, 2026 (228 days) · RIA to a state-registered adviser
Edelman Financial Engines to Fortis Capital Advisors, LLC
left Jun 13, 2023, registered Sep 16, 2024 (461 days) · RIA to RIA
Severin Investments LLC to Edelman Financial Engines
left Jun 13, 2022, registered Sep 19, 2022 (98 days) · RIA to RIA
Investment Philosopher, LLC to Severin Investments LLC
left May 20, 2022, registered May 11, 2022 (-9 days) · Other
Invst, LLC to Investment Philosopher, LLC
left May 10, 2019, registered Jul 29, 2019 (80 days) · Other
Investment Philosopher, LLC to Invst, LLC
left Aug 10, 2018, registered Aug 14, 2018 (4 days) · Other
Investment Philosopher to Investment Philosopher, LLC
left Dec 31, 2015, registered Jan 31, 2018 (762 days) · Other

Signals

Jeffrey Scott Merkow left Fortis Capital Advisors, Llc for Jsm Investment Management (registered 2026-02-13)
Jun 30, 2025 · Advisor changed firm · fact
Jeffrey Scott Merkow left Edelman Financial Engines for Fortis Capital Advisors, Llc (registered 2024-09-16)
Jun 13, 2023 · Advisor changed firm · fact
Jeffrey Scott Merkow left Severin Investments Llc for Edelman Financial Engines (registered 2022-09-19)
Jun 13, 2022 · Advisor changed firm · fact
Jeffrey Scott Merkow left Investment Philosopher, Llc for Severin Investments Llc (registered 2022-05-11)
May 20, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address