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

Jed Andrew Lund

Osaic Wealth, Inc.BD affiliatedPlymouth, Mndual registrantIAPD 5063046

Feed of 09/14/2026

Also filed as Jed Lund

At current firm

2 y

since Feb 28, 2024

In the industry

23 y

since Mar 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since Feb 28, 2024 · Plymouth, Mn
Focus Financial independent RIA
May 8, 2024 to Oct 17, 2024 · Minneapolis, Mn
Focus Financial independent RIA
Sep 27, 2022 to May 2, 2024 · Minneapolis, Mn
Advisornet Wealth Partners independent RIA
May 23, 2019 to Sep 29, 2022 · Minnetonka, Mn
Cetera Advisor Networks LLC former
Mar 15, 2019 to Sep 29, 2022 · Minnetonka, Mn
Woodbury Financial Services, Inc. former
Mar 1, 2019 to Mar 19, 2019 · Minnetonka, Mn
Questar Asset Management, Inc. former
Jan 28, 2014 to Mar 1, 2019 · Minneapolis, Mn

Moves

a registration end followed by a registration begin elsewhere

Focus Financial to no registered destination
left Oct 17, 2024 · Departure, no registered destination
Focus Financial to Osaic Wealth, Inc.
left May 2, 2024, registered Feb 28, 2024 (-64 days) · RIA to affiliated broker-dealer or bank · moved with a team
Advisornet Wealth Partners to Focus Financial
left Sep 29, 2022, registered Sep 27, 2022 (-2 days) · RIA to RIA
Cetera Advisor Networks LLC to Advisornet Wealth Partners
left Sep 29, 2022, registered May 23, 2019 (-1225 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Woodbury Financial Services, Inc. to Cetera Advisor Networks LLC
left Mar 19, 2019, registered Mar 15, 2019 (-4 days) · Affiliated broker-dealer or bank to another
Questar Asset Management, Inc. to Woodbury Financial Services, Inc.
left Mar 1, 2019, registered Mar 1, 2019 (0 days) · corporate re-registration, not a move

Signals

Jed Andrew Lund no longer registered at Focus Financial; no later IA registration on IAPD
Oct 17, 2024 · Advisor departure · fact
Jed Andrew Lund left Focus Financial for Osaic Wealth, Inc. (registered 2024-02-28)
May 2, 2024 · Advisor changed firm · fact
Jed Andrew Lund left Advisornet Wealth Partners for Focus Financial (registered 2022-09-27)
Sep 29, 2022 · Advisor changed firm · fact
Jed Andrew Lund left Cetera Advisor Networks Llc for Advisornet Wealth Partners (registered 2019-05-23)
Sep 29, 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address