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 Lee Nippert
Feed of 09/15/2026
Also filed as Jessi Lee Houston
At current firm
3 y
since Oct 24, 2022
In the industry
17 y
since May 22, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Morgan Stanley wirehouse currentsince Oct 24, 2022 · Oklahoma City, Ok
- Bok Financial Advisors BD affiliatedAug 17, 2016 to Oct 12, 2022 · Bartlesville, Ok
- Wells Fargo Advisors wirehouseNov 25, 2014 to Aug 9, 2016 · Bartlesville, Ok
- Sutterfield Financial Group, Inc. independent RIAJun 3, 2014 to Nov 6, 2014 · Bartlesville, Ok
- MML Investors Services, LLC BD affiliatedAug 16, 2012 to Nov 22, 2013 · Tulsa, Ok
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Advisors to Morgan Stanleyleft Oct 12, 2022, registered Oct 24, 2022 (12 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Wells Fargo Advisors to Bok Financial Advisorsleft Aug 9, 2016, registered Aug 17, 2016 (8 days) · Other
- Sutterfield Financial Group, Inc. to Wells Fargo Advisorsleft Nov 6, 2014, registered Nov 25, 2014 (19 days) · Other
- MML Investors Services, LLC to Sutterfield Financial Group, Inc.left Nov 22, 2013, registered Jun 3, 2014 (193 days) · Other
Signals
- Jessi Lee Nippert left Bok Financial Advisors for Morgan Stanley (registered 2022-10-24)Oct 12, 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
- Wirehousederived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address