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
Jedd Daniel Nicolas
Certified Financial Planner
Feed of 09/15/2026
Also filed as Nicolas Daniel Jedd
At current firm
4 y
since Apr 20, 2022
In the industry
20 y
since Aug 9, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mercer Global Advisors Inc. independent RIA currentsince Apr 20, 2022 · Denver, Co
- Osaic Wealth, Inc. BD affiliatedNov 2, 2018 to May 3, 2022 · Redwood City, Ca
- Signator Investors, Inc. formerOct 17, 2018 to Nov 2, 2018 · Redwood City, Ca
- Team Hewins, LLC independent RIAMay 29, 2018 to Oct 8, 2018 · Foster City, Ca
- Wipfli Financial Advisors, LLC formerJan 14, 2016 to Jun 1, 2018 · Milwaukee, Wi
- Signator Investors, Inc. formerMay 27, 2011 to Jan 20, 2016 · San Mateo, Ca
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Mercer Global Advisors Inc.left May 3, 2022, registered Apr 20, 2022 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- Signator Investors, Inc. to Osaic Wealth, Inc.left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- Team Hewins, LLC to Signator Investors, Inc.left Oct 8, 2018, registered Oct 17, 2018 (9 days) · RIA to affiliated broker-dealer or bank
- Wipfli Financial Advisors, LLC to Team Hewins, LLCleft Jun 1, 2018, registered May 29, 2018 (-3 days) · RIA to a newly registered adviser · moved with a team
- Signator Investors, Inc. to Wipfli Financial Advisors, LLCleft Jan 20, 2016, registered Jan 14, 2016 (-6 days) · Other
Signals
- Jedd Daniel Nicolas left Osaic Wealth, Inc. for Mercer Global Advisors Inc. (registered 2022-04-20)May 3, 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address