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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• J•••• P••••••
- Title
- Partner and Managing Directorreportedmissionwealth.comfirm site, Sep 15, 2026
- Professional profile
- missionwealth.com/team/jesse-pantanoreportedmissionwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Sep 15, 2022 · North Miami, Fl
- C••••••• S••••••••• I••• BD affiliatedApr 26, 2022 to Aug 2, 2022 · Conshohocken, Pa
- C••••••• P•••••• W••••• BD affiliatedFeb 10, 2020 to Aug 2, 2022 · Tarrytown, Ny
- M••••• G••••• A••••••• I••• independent RIAApr 6, 2018 to Jan 20, 2020 · New York, Ny
- B•••••••• I••••••••• M••••••••• L•• asset managerApr 19, 2017 to Apr 3, 2018 · Princeton, Nj
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2009 to Apr 12, 2017 · Radnor, Pa
- T• A••••••••• I••• formerFeb 26, 2009 to Apr 12, 2017 · Radnor, Pa
- A••••••••• F•••••••• S•••••••• L•• national BDJul 14, 2003 to Feb 17, 2009 · Marlton, Nj
- C••••••• S••••••••• I••• to M•••••• W••••• M••••••••• L•left Aug 2, 2022, registered Sep 15, 2022 (44 days) · Affiliated broker-dealer or bank to independent RIA
- C••••••• P•••••• W••••• to C••••••• S••••••••• I•••left Aug 2, 2022, registered Apr 26, 2022 (-98 days) · RIA to affiliated broker-dealer or bank
- M••••• G••••• A••••••• I••• to C••••••• P•••••• W•••••left Jan 20, 2020, registered Feb 10, 2020 (21 days) · RIA to RIA
- B•••••••• I••••••••• M••••••••• L•• to M••••• G••••• A••••••• I•••left Apr 3, 2018, registered Apr 6, 2018 (3 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Apr 12, 2017, registered Feb 26, 2009 (-2967 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Apr 12, 2017, registered Feb 26, 2009 (-2967 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to T• A••••••••• I•••left Feb 17, 2009, registered Feb 26, 2009 (9 days) · Affiliated broker-dealer or bank to a newly registered adviser
- J•••• J•••• P•••••• left C••••••• P•••••• W••••• for C••••••• S••••••••• I••• (registered 2022-04-26)Aug 2, 2022 · Advisor changed firm · fact
- J•••• J•••• P•••••• left C••••••• S••••••••• I••• for M•••••• W••••• M••••••••• L• (registered 2022-09-15)Aug 2, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address