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•••••• S•••••• S••••••
- Title
- National Director of Business Developmentreportedmeristead.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/jeff-sargent-74b5083reportedmeristead.comfirm site, Sep 15, 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.
- S••••••••• A•••• M••••••••• L•• independent RIA currentsince Aug 22, 2022 · Winter Garden, Fl
- L•• F•••••••• L•• BD affiliatedMar 18, 2021 to Apr 9, 2021 · Old Saybrook, Ct
- N•••••••• W••••• P••••••• L•• formerJan 22, 2018 to Feb 27, 2021 · West Hartford, Ct
- W••••••• R•••••••• M••••••••• I•• formerJul 30, 2009 to Dec 24, 2016 · W•••••••, Ct
- P•••••••• S••••••••• I••• BD affiliatedOct 24, 2005 to Sep 23, 2008 · Stamford, Ct
- N•• E•••••• S••••••••• C••••••••• formerMar 23, 2005 to Jun 3, 2005 · Norwalk, Ct
- L•• F•••••••• L•• to S••••••••• A•••• M••••••••• L••left Apr 9, 2021, registered Aug 22, 2022 (500 days) · Affiliated broker-dealer or bank to independent RIA
- N•••••••• W••••• P••••••• L•• to L•• F•••••••• L••left Feb 27, 2021, registered Mar 18, 2021 (19 days) · RIA to affiliated broker-dealer or bank
- W••••••• R•••••••• M••••••••• I•• to N•••••••• W••••• P••••••• L••left Dec 24, 2016, registered Jan 22, 2018 (394 days) · Other
- P•••••••• S••••••••• I••• to W••••••• R•••••••• M••••••••• I••left Sep 23, 2008, registered Jul 30, 2009 (310 days) · Other
- N•• E•••••• S••••••••• C••••••••• to P•••••••• S••••••••• I•••left Jun 3, 2005, registered Oct 24, 2005 (143 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address