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
Jeffrey David Whitmer
Feed of 09/14/2026
At current firm
9 y
since Sep 22, 2016
In the industry
28 y
since Dec 15, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Sep 22, 2016 · Fort Wayne, In
- Financial Engines Advisor Center, LLC formerJul 9, 2015 to Dec 1, 2016 · Fort Wayne, In
- The Mutual Fund Store unclassifiedOct 6, 2014 to Jul 26, 2016 · Tucson, Az
- The Mutual Fund Store formerNov 14, 2011 to Sep 2, 2015 · Overland Park, Ks
- Tmfs-Fort Wayne, LLC unclassifiedJul 26, 2002 to Feb 4, 2003 · Fort Wayne, In
- Tmfs-Fort Wayne, LLC unclassifiedFeb 10, 2002 to Nov 25, 2011 · Fort Wayne, In
Moves
a registration end followed by a registration begin elsewhere
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Dec 1, 2016, registered Sep 22, 2016 (-70 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Jul 26, 2016, registered Jul 9, 2015 (-383 days) · Other
- The Mutual Fund Store to The Mutual Fund Storeleft Sep 2, 2015, registered Oct 6, 2014 (-331 days) · Other
- Tmfs-Fort Wayne, LLC to The Mutual Fund Storeleft Feb 4, 2003, registered Nov 14, 2011 (3205 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address