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Registered advisor
J••••••• L••• O••••••
Feed of 09/14/2026
Also filed as Jenn L••• Rutz
At current firm
11 y
since Mar 30, 2015
In the industry
19 y
since Feb 8, 2007 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Mar 30, 2015 · Fargo, Nd
- M••••• S•••••• wirehouseOct 10, 2011 to May 7, 2015 · Fargo, Nd
- S••••••••• A•••••• A•••••••• I••• formerApr 4, 2011 to Sep 21, 2011 · Casselton, Nd
- S••••••••• A•••••• A•••••••• I••• formerAug 3, 2010 to Dec 31, 2010 · Casselton, Nd
- I••••••••• C•••••• O• A••••••• I••• formerMar 2, 2007 to Sep 8, 2009 · Casselton, Nd
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 7, 2015, registered Mar 30, 2015 (-38 days) · Other · moved with a team
- S••••••••• A•••••• A•••••••• I••• to M••••• S••••••left Sep 21, 2011, registered Oct 10, 2011 (19 days) · Other
- I••••••••• C•••••• O• A••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Sep 8, 2009, registered Aug 3, 2010 (329 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address