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
Timothy Joseph Jacobsmeyer
Feed of 09/14/2026
Also filed as Tim Joseph Jacobsmeyer
At current firm
3 y
since Jan 23, 2023
In the industry
19 y
since Mar 1, 2007 (earliest exam, job or registration)
Prior registered firms
2
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
- Nuveen Asset Management, LLC mixed wealth currentsince Jan 23, 2023 · Chicago, Il
- Edward Jones national BDApr 1, 2020 to Nov 22, 2022 · St. Louis, Mo
- Wells Fargo Advisors wirehouseAug 31, 2009 to Mar 26, 2020 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Nuveen Asset Management, LLCleft Nov 22, 2022, registered Jan 23, 2023 (62 days) · Other
- Wells Fargo Advisors to Edward Jonesleft Mar 26, 2020, registered Apr 1, 2020 (6 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Timothy Joseph Jacobsmeyer left Edward Jones for Nuveen Asset Management, Llc (registered 2023-01-23)Nov 22, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address