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
Aaron Joseph Jurgensmeyer
Feed of 09/15/2026
Also filed as Aaron J Jurgensmeyer
At current firm
1 y
since Oct 28, 2024
In the industry
25 y
since Nov 30, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Uniting Wealth Partners independent RIA currentsince Oct 28, 2024 · Rogers, Ar
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 10, 2018 to Oct 9, 2024 · Rogers, Ar
- Raymond James & Associates, Inc. national BDMay 22, 2007 to Aug 10, 2018 · Rogers, Ar
- Banc Of America Investment Services, Inc. unclassifiedJul 31, 2003 to May 23, 2007 · Rogers, Ar
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 23, 2001 to Aug 5, 2003 · Rogers, Ar
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Uniting Wealth Partnersleft Oct 9, 2024, registered Oct 28, 2024 (19 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Incleft Aug 10, 2018, registered Aug 10, 2018 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Banc Of America Investment Services, Inc. to Raymond James & Associates, Inc.left May 23, 2007, registered May 22, 2007 (-1 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Banc Of America Investment Services, Inc.left Aug 5, 2003, registered Jul 31, 2003 (-5 days) · Other
Signals
- Aaron Joseph Jurgensmeyer left Raymond James Financial Services Advisors, Inc for Uniting Wealth Partners (registered 2024-10-28)Oct 9, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address