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
Jennifer M D'Amico
Feed of 09/14/2026
Also filed as Jennifer Marie Smith
At current firm
4 y
since Feb 7, 2022
In the industry
24 y
since Sep 13, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- LPL Financial LLC BD affiliated currentsince Feb 7, 2022 · Oceanside, Ca
- Gladstone Wealth Partners BD affiliatedOct 18, 2021 to Feb 7, 2022 · Oceanside, Ca
- Wells Fargo Advisors wirehouseFeb 27, 2020 to Dec 1, 2020 · San Diego, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 10, 2011 to Feb 26, 2020 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Gladstone Wealth Partners to LPL Financial LLCleft Feb 7, 2022, registered Feb 7, 2022 (0 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to Gladstone Wealth Partnersleft Dec 1, 2020, registered Oct 18, 2021 (321 days) · Wirehouse to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Feb 26, 2020, registered Feb 27, 2020 (1 days) · Wirehouse to wirehouse · moved with a team
Signals
- Jennifer M D'Amico left Gladstone Wealth Partners for Lpl Financial Llc (registered 2022-02-07)Feb 7, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address