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.
Christy Elaine Pedersen
- Title
- Advisorreportedjmgfinancial.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedjmgfinancial.com“Christy brings more than 20 years of experience in investment and wealth management to JMG.”
- Professional profile
- jmgfinancial.com/our-team/christy-pedersenreportedjmgfinancial.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.
- Jmg Financial Group Ltd independent RIA currentsince Aug 21, 2024 · Downers Grove, Il
- Rockefeller Capital Management BD affiliatedMar 1, 2021 to Jul 1, 2024 · Saratoga Springs, Ny
- Whitnell & Co formerSep 25, 2014 to Mar 16, 2021 · Oak Brook, Il
- Advice And Planning Services BD affiliatedJul 31, 2013 to Aug 6, 2014 · Chicago, Il
- Rockefeller Capital Management to Jmg Financial Group Ltdleft Jul 1, 2024, registered Aug 21, 2024 (51 days) · Affiliated broker-dealer or bank to independent RIA
- Whitnell & Co to Rockefeller Capital Managementleft Mar 16, 2021, registered Mar 1, 2021 (-15 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Advice And Planning Services to Whitnell & Coleft Aug 6, 2014, registered Sep 25, 2014 (50 days) · Other
- Christy Elaine Pedersen left Rockefeller Capital Management for Jmg Financial Group Ltd (registered 2024-08-21)Jul 1, 2024 · Advisor changed firm · fact
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address