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

Jacqueline Paredes Sedlak

Rothschild Wealth LLCindependent RIAChicago, Il dual registrantIAPD 5468516
Feed of 09/15/2026
Also filed as Jacqueline Starr Paredes
At current firm
1 y
since Jan 28, 2025
In the industry
14 y
since Nov 1, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Director of Compliancereportedrothschildwealth.comfirm site, Sep 15, 2026
Years, as the firm states
18reportedrothschildwealth.com“With 18 years of experience in risk management, compliance oversight, and policy development, Jacquei began her finance career in 2007 at Ziegler, where she developed a zeal for compliance culture.”
Professional profile
rothschildwealth.com/team/jacqueline-sedlakreportedrothschildwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Jacqueline Paredes Sedlak left Hightower Advisors, Llc for Rothschild Investment (registered 2025-01-28)
    Jan 22, 2025 · Advisor changed firm · fact
  • Jacqueline Paredes Sedlak left William Blair & Company L.L.C. for Hightower Advisors, Llc (registered 2023-10-16)
    Aug 30, 2023 · Advisor changed firm · fact
  • Jacqueline Paredes Sedlak left Great Lakes Advisors, Llc for William Blair & Company L.L.C. (registered 2022-05-09)
    May 6, 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
14derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address