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
Jane A Vesoulis
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jane Anne Loftus
At current firm
1 y
since Mar 31, 2025
In the industry
24 y
since Apr 22, 2002 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Beavercreek, Oh
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDOct 14, 2015 to Jul 13, 2018 · Columbus, Oh
- J.P. Morgan Securities LLC wirehouseOct 31, 2013 to Sep 25, 2015 · Batavia, Oh
- Cetera Investment Services LLC formerFeb 15, 2013 to Oct 25, 2013 · Wilmington, Oh
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Strategic Advisers LLCleft Sep 25, 2015, registered Oct 14, 2015 (19 days) · Wirehouse to affiliated broker-dealer or bank
- Cetera Investment Services LLC to J.P. Morgan Securities LLCleft Oct 25, 2013, registered Oct 31, 2013 (6 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
- National broker-dealer RIAderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address