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
Jacolyn Helen Wetmore
Feed of 09/14/2026
At current firm
1 y
since Jan 1, 2025
In the industry
29 y
since May 6, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Jwc Capital Management, LLC state registered currentsince Jan 1, 2025 · Annapolis, Md
- Capital One Investing, Inc. formerJul 12, 2018 to Oct 6, 2020 · Hunt Valley, Md
- Calvert Investment Counsel formerAug 18, 2016 to Jul 18, 2018 · Hunt Valley, Md
- Pbmares Wealth Management LLC no RAUMJan 29, 2013 to Jul 28, 2016 · Fairfax, Va
- Pbgh Financial Advisors, Inc. formerJan 10, 2013 to Jan 25, 2013 · Fairfax, Va
- Capital Fiduciary Advisors, LLC formerSep 9, 2010 to Nov 2, 2012 · Reston, Va
- Capital Fiduciary Advisors, LLC formerMar 26, 2010 to Jun 24, 2010
Moves
a registration end followed by a registration begin elsewhere
- Capital One Investing, Inc. to Jwc Capital Management, LLCleft Oct 6, 2020, registered Jan 1, 2025 (1548 days) · RIA to a state-registered adviser
- Calvert Investment Counsel to Capital One Investing, Inc.left Jul 18, 2018, registered Jul 12, 2018 (-6 days) · RIA to RIA
- Pbmares Wealth Management LLC to Calvert Investment Counselleft Jul 28, 2016, registered Aug 18, 2016 (21 days) · Other
- Pbgh Financial Advisors, Inc. to Pbmares Wealth Management LLCleft Jan 25, 2013, registered Jan 29, 2013 (4 days) · Other
- Capital Fiduciary Advisors, LLC to Pbgh Financial Advisors, Inc.left Nov 2, 2012, registered Jan 10, 2013 (69 days) · Other
Signals
No dated event on this person.
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address