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 Paul Bezanson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeff Paul Bezanson
At current firm
4 y
since Jun 21, 2022
In the industry
28 y
since Feb 1, 1998 (earliest exam, job or registration)
Prior registered firms
3
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
- Pathstone independent RIA currentsince Jun 21, 2022 · Boston, Ma
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Aug 8, 2019 · Boston, Ma
- Strategic Advisers LLC national BDSep 13, 2017 to Jul 13, 2018 · Boston, Ma
- Strategic Advisers LLC national BDDec 20, 2003 to Oct 13, 2015 · Danvers, Ma
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Pathstoneleft Aug 8, 2019, registered Jun 21, 2022 (1048 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
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