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
Jessica Joan Nagengast
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jessica Nagengast
At current firm
9 y
since Mar 30, 2017
In the industry
13 y
since Nov 16, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Weitz Investment Management, Inc. asset manager currentsince Mar 30, 2017 · Omaha, Ne
- Cwm, LLC BD affiliatedNov 16, 2012 to Dec 24, 2013 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Cwm, LLC to Weitz Investment Management, Inc.left Dec 24, 2013, registered Mar 30, 2017 (1192 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address