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
Jonathan Michael Hemmesch
Feed of 09/14/2026
At current firm
4 y
since Jun 8, 2022
In the industry
25 y
since Aug 9, 2001 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Jun 8, 2022 · Minnetonka, Mn
- Ameriprise Financial Services, LLC national BDSep 1, 2021 to Apr 29, 2022 · Minnetonka, Mn
- Fidelity Personal And Workplace Advisors formerApr 16, 2019 to Jul 26, 2021 · Edina, Mn
- Bergankdv Wealth Management, LLC formerJan 21, 2016 to Oct 3, 2018 · Bloomington, Mn
- Charles Schwab & Co., Inc. national BDJan 9, 2014 to Feb 11, 2016 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Ameriprise Financial Services, LLC to Edelman Financial Enginesleft Apr 29, 2022, registered Jun 8, 2022 (40 days) · Affiliated broker-dealer or bank to independent RIA
- Fidelity Personal And Workplace Advisors to Ameriprise Financial Services, LLCleft Jul 26, 2021, registered Sep 1, 2021 (37 days) · Affiliated broker-dealer or bank to another
- Bergankdv Wealth Management, LLC to Fidelity Personal And Workplace Advisorsleft Oct 3, 2018, registered Apr 16, 2019 (195 days) · RIA to affiliated broker-dealer or bank
- Charles Schwab & Co., Inc. to Bergankdv Wealth Management, LLCleft Feb 11, 2016, registered Jan 21, 2016 (-21 days) · Other
Signals
- Jonathan Michael Hemmesch left Ameriprise Financial Services, Llc for Edelman Financial Engines (registered 2022-06-08)Apr 29, 2022 · 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