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

Jason Lewis Wiseman

Your Ia, LLCindependent RIASt. George, Ut IA-onlyIAPD 5443969

Feed of 09/14/2026

Also filed as Jason Wiseman

At current firm

0 y

since Dec 4, 2025

In the industry

21 y

since Jan 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Your Ia, LLC independent RIA current
since Dec 4, 2025 · Mesa, Az
Thepartners Wealth Management independent RIA
Sep 18, 2024 to Jan 2, 2026 · Carmel By The Sea, Ca
Scf Investment Advisors, Inc. former
Dec 21, 2021 to Oct 17, 2024 · San Diego, Ca
Transamerica Financial Advisors, LLC BD affiliated
Jan 6, 2012 to Dec 22, 2021 · Mesa, Az
Investment Advisors International, Inc. unclassified
Mar 10, 2009 to Jan 6, 2012 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Thepartners Wealth Management to Your Ia, LLC
left Jan 2, 2026, registered Dec 4, 2025 (-29 days) · RIA to a newly registered adviser
Scf Investment Advisors, Inc. to Thepartners Wealth Management
left Oct 17, 2024, registered Sep 18, 2024 (-29 days) · Affiliated broker-dealer or bank to independent RIA
Transamerica Financial Advisors, LLC to Scf Investment Advisors, Inc.
left Dec 22, 2021, registered Dec 21, 2021 (-1 days) · Affiliated broker-dealer or bank to another
Investment Advisors International, Inc. to Transamerica Financial Advisors, LLC
left Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move

Signals

Jason Lewis Wiseman left Thepartners Wealth Management for Your Ia, Llc (registered 2025-12-04)
Jan 2, 2026 · Advisor changed firm · fact
Jason Lewis Wiseman left Scf Investment Advisors, Inc. for Thepartners Wealth Management (registered 2024-09-18)
Oct 17, 2024 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address