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
Jessi Ringo Andrews
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jessi Ringo Brummett
At current firm
3 y
since Jun 12, 2023
In the industry
21 y
since Nov 24, 2004 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Interwealth Management, LLC independent RIA currentsince Jun 12, 2023 · Denver, Co
- New Frontier Advisors, LLC asset managerJul 26, 2019 to Apr 17, 2023 · Mesa, Az
- Sei Investments Management Corp mixed wealthAug 17, 2015 to Jul 16, 2019 · Mesa, Az
- Assetmark, Inc. BD affiliatedJan 26, 2010 to Aug 4, 2015 · Concord, Ca
- Russell Investments asset managerJan 26, 2006 to Nov 20, 2009 · Mesa, Az
Moves
a registration end followed by a registration begin elsewhere
- New Frontier Advisors, LLC to Interwealth Management, LLCleft Apr 17, 2023, registered Jun 12, 2023 (56 days) · Other
- Sei Investments Management Corp to New Frontier Advisors, LLCleft Jul 16, 2019, registered Jul 26, 2019 (10 days) · Other
- Assetmark, Inc. to Sei Investments Management Corpleft Aug 4, 2015, registered Aug 17, 2015 (13 days) · Other
- Russell Investments to Assetmark, Inc.left Nov 20, 2009, registered Jan 26, 2010 (67 days) · Other
Signals
- Jessi Ringo Andrews left New Frontier Advisors, Llc for Interwealth Management, Llc (registered 2023-06-12)Apr 17, 2023 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address