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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• D•••• G•••••••
- Professional profile
- linkedin.com/in/jeremy-gottlieb-7a27753reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I••••••••• W••••• C••••••• L•• i••••••••• wealth currentsince Jan 17, 2019 · Carlsbad, Ca
- I••••••••• F•••••••• P••••••• BD affiliatedJan 9, 2012 to Jan 17, 2019 · Carlsbad, Ca
- L•••• C•••••• G•••• formerApr 9, 2010 to Dec 13, 2011 · San Diego, Ca
- S••••••••• A•••••• A•••••••• I••• formerAug 17, 2007 to Sep 27, 2007 · Boca Raton, Fl
- R•••••• J• L•••• C••••••••• I••• unclassifiedJan 19, 2006 to Nov 10, 2010 · San Diego, Ca
- R•• F•••••••• N••••••• L••••• unclassifiedMay 17, 2004 to Mar 7, 2006 · Boca Raton, Fl
- S••••••••• A•••••• A•••••••• I••• formerApr 29, 2002 to Aug 17, 2007 · Boca Raton, Fl
- I••••••••• F•••••••• P••••••• to I••••••••• W••••• C••••••• L••left Jan 17, 2019, registered Jan 17, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- L•••• C•••••• G•••• to I••••••••• F•••••••• P•••••••left Dec 13, 2011, registered Jan 9, 2012 (27 days) · Other
- R•••••• J• L•••• C••••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Nov 10, 2010, registered Aug 17, 2007 (-1181 days) · Other
- S••••••••• A•••••• A•••••••• I••• to L•••• C•••••• G••••left Sep 27, 2007, registered Apr 9, 2010 (925 days) · Other
- S••••••••• A•••••• A•••••••• I••• to R•• F•••••••• N••••••• L•••••left Aug 17, 2007, registered May 17, 2004 (-1187 days) · Other
- R•• F•••••••• N••••••• L••••• to R•••••• J• L•••• C••••••••• I•••left Mar 7, 2006, registered Jan 19, 2006 (-47 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address