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.

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Registered advisor

J••••••• S•••••

C•••••• S••••• • C••• I•••national BDNaples, Fldual registrantIAPD 5658756

Feed of 09/14/2026

Also filed as Jonathan Harold Sewell

At current firm

0 y

since Mar 20, 2026

In the industry

17 y

since Jun 12, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Mar 20, 2026 · Naples, Fl
P•• W••••• M••••••••• BD affiliated
Jan 25, 2024 to Feb 11, 2026 · Orrville, Oh
E•••••• A••••••• G••••• L•• BD affiliated
Dec 10, 2022 to Mar 28, 2023 · Akron, Oh
C•••••• S••••• • C••• I••• national BD
Mar 15, 2011 to Nov 28, 2022 · Richfield, Oh
E••••• J•••• national BD
Jun 16, 2009 to Jan 15, 2010 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

P•• W••••• M••••••••• to C•••••• S••••• • C••• I•••
left Feb 11, 2026, registered Mar 20, 2026 (37 days) · Affiliated broker-dealer or bank to another
E•••••• A••••••• G••••• L•• to P•• W••••• M•••••••••
left Mar 28, 2023, registered Jan 25, 2024 (303 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to E•••••• A••••••• G••••• L••
left Nov 28, 2022, registered Dec 10, 2022 (12 days) · Affiliated broker-dealer or bank to another
E••••• J•••• to C•••••• S••••• • C••• I•••
left Jan 15, 2010, registered Mar 15, 2011 (424 days) · Affiliated broker-dealer or bank to another

Signals

J••••••• S••••• left P•• W••••• M••••••••• for C•••••• S••••• • C••• I••• (registered 2026-03-20)
Feb 11, 2026 · Advisor changed firm · fact
J••••••• S••••• left E•••••• A••••••• G••••• L•• for P•• W••••• M••••••••• (registered 2024-01-25)
Mar 28, 2023 · Advisor changed firm · fact
J••••••• S••••• left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L•• (registered 2022-12-10)
Nov 28, 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: National broker-dealer RIAderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address