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

Wayne Carl Jamerson

Focus Partners Wealth, LLCindependent RIAFort Collins, CoIA-onlyIAPD 2721943

Feed of 09/14/2026

Also filed as Wayne Carl Jamerson

At current firm

0 y

since Jan 13, 2026

In the industry

29 y

since Sep 18, 1997 (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

Focus Partners Wealth, LLC independent RIA current
since Jan 13, 2026 · Fort Collins, Co
Northcoast Asset Management LLC independent RIA
Jan 8, 2025 to Mar 20, 2026 · Fort Collins, Co
Northcoast Asset Management LLC independent RIA
Jul 1, 2024 to Dec 31, 2024 · Fort Collins, Co
Ifam Capital former
Apr 9, 2015 to Jul 3, 2024 · Fort Collins, Co
Ifm Capital Advisors, LLC former
Jan 17, 2014 to Mar 24, 2015 · Fort Collins, Co
UBS Financial Services Inc. wirehouse
Oct 19, 2007 to Jan 29, 2014 · Fort Collins, Co
Citigroup Global Markets Inc. BD affiliated
Dec 6, 2004 to Oct 30, 2007 · Fort Collins, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 1, 2001 to Nov 29, 2004 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Northcoast Asset Management LLC to Focus Partners Wealth, LLC
left Mar 20, 2026, registered Jan 13, 2026 (-66 days) · corporate re-registration, not a move
Ifam Capital to Northcoast Asset Management LLC
left Jul 3, 2024, registered Jul 1, 2024 (-2 days) · RIA to RIA · moved with a team
Ifm Capital Advisors, LLC to Ifam Capital
left Mar 24, 2015, registered Apr 9, 2015 (16 days) · Other · moved with a team
UBS Financial Services Inc. to Ifm Capital Advisors, LLC
left Jan 29, 2014, registered Jan 17, 2014 (-12 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Citigroup Global Markets Inc. to UBS Financial Services Inc.
left Oct 30, 2007, registered Oct 19, 2007 (-11 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left Nov 29, 2004, registered Dec 6, 2004 (7 days) · Other

Signals

Wayne Carl Jamerson left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-01)
Jul 3, 2024 · 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: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address